Overview
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Customer accounts can be added or modified anytime. There is no limit on the number of customer accounts that can be added. |
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The system allows adding notes everywhere on the system just by clicking on the customer name. |
Authorized users can review the changes made on a customer account, by clicking on the customer name and then clicking the Notes tab. The system also allows to add notes and make them visible only for |
To setup new customers within the system, follow the steps below:
Go to Setup > Customers.
Click on the green "Add Customer" button.
Tip This page also allows viewing, editing, deleting or inactivating customers, all of this can be done within the actions column for more information please read Deleting and Deactivating Customers
When adding a new customer, Under the "Basic" tab, the company's general information can be added as well as other information such as the credit limit, payment method, salesperson, payment terms, taxes, etc.
Note If the tax setting is activated click on Setup link that is next to the check box as shown below, then choose the tax % that is going to be assigned to that customer.
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Keep in mind that if the customer has no Ship To's, the shipping address information completed on this section will always be used by default. |
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Authorized users can review the changes made on a customer account, by clicking on the customer name and then clicking the Notes tab. The next GIF will walk you through the process.
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