Create Customers

Use the Customer Maintenance screen to create and edit Customers.

Pre-Requisites

1. Terms of Sale

Step-by-Step Guide

1. Access the Master module.
   
   
   

2. Click Sales.
   
   
   

3. Click Customer.
   
   
   

4. Click New.
   
   
   

5. Specify a Short Name value. For example: CULTURA
   
   
   

6. Specify a Name value. For example: Cultura Technologies, LLC.
   
   
   

7. Select a Terms option.
   
   
   

8. Select a Pricing Date option of Order, Ship, Delivery, or Invoice.
   
   
   

9. Optional: Specify any other desired options.
   
   
   

10. Optional: Specify a Sales Analysis Group.
    
    
    

    1. Locate the Sales Analysis section of the screen and right click within the blank area.
       
       
       

    2. Click Insert Sales Group.
       
       
       

    3. Select a Sales Analysis Group from the drop-down list.
       
       
       

11. Click Save.