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In this article you will learn how to create and set up customer, and how to modify a customer’s credit limit.
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Table of Contents
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Create a Customer
To create and set up new customers within the system, follow the steps below:
Go to
Setup
and select Customers
.
Click on
Add Customer.
Fill out the customer’s information in the basic setup tab.
Optional: Click on Advanced to set up additional permissions for the customer.
Click on Save.
Customer accounts can be added or modified anytime, and there is no limit on the number of customer accounts that can be added.
This page also allows
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Customers with transactions cannot be deleted from the system. |
3. Fill the company and the address 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).
viewing, editing, deleting, or deactivating customers; all of this can be done within the Actions column. For more information, please read Delete and Deactivate a Customer.
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If a customer does not have a Ship To, the system will use the shipping information from this modal. To learn more, read Advanced Customer Account Setup. |
Update a Customer’s Credit Line
You can modify a customer’s credit line from the customer settings
To modify a customer’s credit line, do the following instructions:
Go to Setup and select Customers.
Search the customer.
Click on Edit from the Actions column.
Modify the information in the Credit Limit field.
Click on Save.
When the Credit Limit of a customer is modified, the system will send a notification to Sales Managers and Credit Managers. In the case of multi-location companies, the system will only send notifications to users associated with the customer’s main location.
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