Creating a customer record is a very straight forward process. This article takes you through how to create the customer record along with completing the tabs available.
Depending on how your database is set up, there are two different ways to create a new customer record:
Create a new customer record when Automatic Customer Code Number is OFF.
Create a new customer record when Automatic Customer Code Number is ON.
If the automatic customer code number is set to ON, this means a code is automatically assigned to the customer when saving the new record.
To create a new customer record:
Click Debtors then click Customers.
Click + New Record then four tabs become available:
Details | Details is the default tab you see when you first create the customer record. For further information on the details tab and how to configure it, follow our article on the Details tab. |
Terms | You can use the terms tab to record any trading terms that've been granted to your customer. You can also create new terms templates which you can assign here. |
Settings | With the Settings tab, you can set transaction defaults, bank details, and currency information for your customer. |
Custom | The custom tab provides extra fields for any additional information that you require that the other tabs don't support. You can enter up to 20 characters in each field. For further information on the details tab and how to configure it, follow our article on the Custom tab. |
Once you have completed all the tabs, click Save.