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- 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 SO 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'.
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