Customer card to be create for both Ecommerce Planform Customer or Wholesales Customer.   

Customer must created before sales process such as create sales order or invoice

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

2nd 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 CodeSelect 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

2. 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.