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1. Create New Customer

Step 1 - Click [Customers] in navigation bar.

Note: if the link not included in navigation bar, click Search button then enter customer into search box then select the link

Step 2 - Click [New] to create new customer

Step 3 – Enter Customer information.

General tab, the information about the customer number and name and balance and total sales.

Fields

Details

No.

User can enter a customer number manually, or by number series.

Click […] button next to the No field to select number series

Name

Enter customer Name

Address & Contact holds the information about the address and contact of the customer.

Fields

Details

Address

Enter Customer Address

Address 2

2nd line of address

Contact

Enter Contact name, system will auto create the Contact Card.

  • Click […] button in contact code field to create another contact if needs

Invoicing holds the posting details and currency code.

Fields

Details

Bill to Customer

Select from customer if Bill to Customer is different

Gen. Business Posting Group

Select posting group according to posting setup

Customer Posting Group

Select posting group according to posting setup

Currency Code

If the currency is equal to local currency  (e.g. HKD), this field should be blank

2. Setup Recurring Sales Line

Step 1 - Click More Option in navigation then select Related => Sales => Recurring Sales Lines…

Step 2 – fill up the information

1.      Code – select Recurring Sales Lines Code or click [+New] to create.

2.      Valid period – enter valid from date and valid to date if the recurring sales lines only valid during a period

3.      Blocked – select the check box if the Recurring Sales Lines is not allow to select in sales document

4.      Insert Line Options – The option can be setup for Quotes, Order, Invoice and Credit Memo respectively.

Manual – user ass the recurring sales lines manually

Automatic – if only 1 recurring sales line exists for the customer, it will be inserted to the document automatically. 

If multiple, system will prompt the notification for allow user select which recurring sales line need to insert.

Always Ask – A notification appears, and user can pick the recurring sales line to the document.

3. Frequently Used Actions in Customer Card

User can select appropriated action button in Customer Card or Customer List for configurations on the customer, preview the aggregated information about the customer, and actions that can be done directly from the customer card.

Create new document from customer card

Select New Document then choose what document you want to create for the customer.

View customer information or existing document for the customer

Select Navigate the choose what information you want to preview for the customer.

Advance Options

Click More Option, then the navigation menu for Actions, Related and Reports to be shows.

Action button are divided to Actions, Related and Report.  Select the navigation to find the appropriate action button if needs.

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