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1. Create New Customer
Step 1 - Click [Customers] in navigation bar. |
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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 |
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Step 3 – Enter Customer information. |
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General tab, the information about the customer number and name and balance and total sales. Fields | Details |
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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 |
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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
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Invoicing holds the posting details and currency code. Fields | Details |
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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 |
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