Overview
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Customers can be added and modified at anytime and there is no limit as per how many customers you're able to create within the system. |
To setup new customers in the system, follow the steps below:
Go to "Setup > Customers" tab.
Click on the green "Add Customer" button
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This page also allows you to view, edit, delete or inactivate your existing customers by going to the actions column. |
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Customers with transactions cannot be deleted from the system. |
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When you are going add a new customer you will have two fields, "Basic" and "Advanced".
3. Fill In "Basic" you need to fill in the company and the address information.information
- Make sure to specify a credit limit (if applicable).
- Choose the "Terms".
- Assign a Salesperson (this is important for reporting purposes).
- Enter a "Code" which will be displayed on Purchase Orders and in the Inventory (not mandatory).