Overview
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Customer accounts can be added and or modified at anytime. There is no limit to the amount of customer account accounts that can be added. |
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 by using the options under , all of this can be done within the actions column.
Warning Customers with transactions cannot be deleted from the system.
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 enable activated click on Setup link that is next to the check box as shown below and select a tax , then choose the tax % that is going to be assigned to the 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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