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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. | Customer No, to be assign by system automatically | Name | Enter customer Name | Credit Limit | Enter Credit Limit if any | Credit Limit Remark | Enter 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 |
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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 |
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Bill to Customer | Select from customer if Bill to Customer is different | Customer Posting Group | Select posting group according to posting setup | Currency Code | If the currency is equal to local currency, user still need to select the Local Currency This field should NOT be blank | Gen. Bus Posting Group | Select posting group according to posting setup | GST Bus Posting Group | Select posting group according to posting setup | Customer Posting Group | Select posting group according to posting setup |
Payments Fields | Details |
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Payment Terms Code | Select the default payment terms code for the customer |
Shipping Field | Details |
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Ship To Code | Enter 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. |
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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.
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