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. |
Instructions
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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:
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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 viewing, editing, deleting, or
deactivating customers
; all of this can be done within the Actions column
. For more information, please read
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.
InformationIf 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.
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.
To set up more features and setting, read .
Customer Notes
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The system allows adding notes everywhere on the system just by clicking on the customer name.
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If the note contains words such as credit limit, hold, held cannot be edited. |
The system also allows admin user to add notes and make them visible only for certain roles.
Some of the changes made on a customer account are saved as notes and Authorized users can review them by clicking on the customer name and then clicking the Notes tab.
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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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