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  • Created by Former user, last modified by Former user on Nov 19, 2014
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To setup new customers in the system, follow the steps below:

  1. Go to "Setup > Customers" tab.

  2. Click on the green "Add Customer" button

 

This page also allows you to view, edit, delete or inactivate your existing customers by going to the actions column.

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).

 

 

Once you save the information you will be able to register the "Ship To's". In order to do so, please follow the steps below:

  • Go to "Ship To's" tab, click on "Add new ship to".

  • Fill the information request and click on Save. 

 

 

You can export the customers list as an Excel file by clicking on the "Export to Excel" button.

 

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