Overview
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
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.
When you are going add a new customer you will have two fields, "Basic" and "Advanced".
3. In "Basic" you need to fill in 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).
4. Click on "Advanced" fill in the fields needed. Then click Save.
Once you saved the information you will be able to register the "Ship To's". In order to do so, please follow the steps below:
- Go to "Setup" > "Customers". Click on "Edit" under the column "Actions"
Go to "Ship To's" tab, click on "Add new ship to".
Fill the information requested and click on Save.