Menu Path: Customer > Maintenance > Create Account

• Key in the compulsory field such as Customer name, Credit limit, credit term, Address and Contact Number;
• Click the optional tab to choose the Salesman;
• If got any remark for the customer account can key in at the property Column;
• Click To prevent the creation of duplicate accounts, 'click here to search first'.
• The 'Account PKID' will be self-generated by the system.
• Enter the company's name. Tick 'Disable Name Checking for Corporate Account' if you do not want to check if that account name already exists.
• Input and Account Code Prefix if you have a designated one. Otherwise, just ignore it because the system will append a code to it.
• Under terms, select a number of credit period the customer is allowed to receive. Please check with the relevant persons first. Do the same for credit limit.
• Also, the credit settings may be fixed as drop-down list or set as default amount under Customer Module Configurations.
• (continue from above) Enter a description.
• Select a 'Type' of whether the customer is a Personal or Corporate client.
• Type in a Company Registration No., Co. Email and Homepage.
• Enter the Telephone numbers (please see Customer Module Configurations) and Address according to the label.
• Pick a Status of 'OK' or 'Blacklisted'. If the status is set to Blacklisted, the user will not be able to issue and invoice to that customer.
• For Customer Type, you can configure to set your own options in the Configure Drop Down List to describe the customer.
• Select the Salesman's name responsible for the customer.
• Under Factor:
  

   Discount - how much discount the customer is entitled to for every sales transaction.
  Pricing - the remainder after discount
  eg. Price = 1 - Discount
                 = 1 - 10%
                 = 1 - 0.1
                 = 0.9 or 90% of original price 
  Price and Discount must always = 100%
  

• Enter the areas in the Property section.
• Finally, click 'Create New Customer Now'.

Credit Terms 1: 

• The terms indicate when the payment will be due from sales made on the account (or credit). This is just used for a normal credit term and it calculates the number of days for the credit due.

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