“This page covers everything related to adding a customer, the method of adding one, and entering basic information.”
To access the Customer Management page for “Adding a New Customer,” please follow these instructions carefully:
- Start by clicking on the “Sales” menu in the main menu.
- Then, click on “Customer Window” available in the top bar of the page.
- You will be redirected to the “Customer Management” page, which displays all the customers added to the system. You will see information for each customer such as “Number – Reference – Name – Customer Credit Limit.”
- You can also edit customer data by clicking on the customer’s link.
Explanation of how to add a new customer:
A new customer can be added by clicking on the link at the top of the page titled “New Customer.”
You will need to enter the basic data for the customer as follows:
- Enter the customer’s name.
- Enter the internal customer number.
- Enter the tax file number.
- Choose the customer’s currency.
- Select the pricing type.
Next, enter the contact information for the customer:
- Enter the customer’s phone number.
- Enter the customer’s fax number.
- Specify the customer’s address.
- Enter the email address.
- Enter the bank account number for the customer.
After that, enter the sales data for the customer:
- Select the sales representative associated with the customer.
- Specify the allowable discount percentage for the customer.
- Specify the cash discount percentage for the customer.
- Enter the customer’s allowed credit limit.
- Choose the payment terms agreed upon with the customer.
- Select the customer’s credit status.
- Specify the default storage location for the customer.
- Choose the default shipping company for the customer.
- Select the sales region to which the customer belongs.
- Choose the tax group applicable to the customer.
After entering all the details, click on the “Add New Customer” button to save the data of the new customer in the system.