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.

Customer No, to be assign by system automatically

Name

Enter customer Name

Credit LimitEnter Credit Limit if any
Credit Limit RemarkEnter the credit limit remark if any
Dept Code

Select Department (REQURED) **

Click "Dimension" action button to fill up Value Posting.  (Code Mandatory)

Address & Contact hold 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 and contact details

Invoicing holds the posting details and currency code.

Fields

Details

Bill to Customer

Select from customer if Bill to Customer is different

Currency Code

Enter the currency code. Blank if for Local Currency.

Gen. Bus Posting GroupSelect posting group according to posting setup
GST Bus Posting GroupSelect posting group according to posting setup
Customer Posting GroupSelect posting group according to posting setup

Payments 

Fields

Details

Payment Terms CodeSelect the default payment terms code for the customer

Shipping

FieldDetails
Ship To CodeEnter the ship to code.  if no ship to code in exist, click New to Create Ship-To Address for the customer
Location

Select "Direct" as default Location.  

*The location is use for facilitating the BC standard inventory features. 

Edit Ship-to-Address and Item Reference for the customer

To update the customer's ship to address or Item Reference (e.g. SKU)

Option 1 - Go to customer list, then select the customer and then select the appropriate actions for update related information

Option 2 - Go to customer card, then select the customer and then select the appropriate actions for update related information.