How to create new customer

Ecommerce Planform Customer or Wholesales Customer are need to create customer card before sales order or invoice process.

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 - Use Search function to check the customer is already created or not

Step 3 – Enter Customer information.

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

Fields	Details
No.	Auto generate according to No. series setup
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	2^nd line of address

Invoicing Tab 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, this field should be blank
Customer Price Group	Select Price Group if any
Customer Disc. Group	Select Discount Group if any

Shipping Tab holds the Location Code for default sales shipment location

Fields	Details
Location Code	Select the location if the customer have default sales shipment location

Step 4 - Create Dimension Value for the new customer and assign to the customer card

Go to Dimensions

(1) Click search icon in system menu

(2) Enter 'Dimensions' into the search box

(3) Click Dimension

Go to Dimensions Values

(1) Select CUST

(2) Select action button Dimension => (3) Dimension Values

Add Dimension Values

(1) Click New to add new dimension value

(2) Enter Code. Dimension Value Code to be same as Customer No.

(3) Enter Name. Dimension Value Name to be same as Customer Name.

*NOTE: if the customer has Cust Group. Repeat step 4 for add dimension value for Cust Group

Assign Dimension to the customer card

(1) Go to Customer List, then search customer by either customer code or name

(2) Select the customer

(3) Select action menu Customer => Dimensions-Single

(4) Select Dimension Code => CUST

(5) Select Dimension Value => Select the dimension value for the customer

(6) Value Posting => Select Same Code

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.