Create a Customer Record
To create a customer record:
- Open the Customer Records window.
How?- In the Home window, click Customers & Sales on the navigation pane.
- In the Tasks pane, right-click the Customers icon and select Add Customer from the menu.
- On the File menu, select Create.
- Type the customer's name in the Customer box.
- Click Save and Close.
Other ways to create a customer record
- You can add a customer record "on the fly" in the Sales Invoice window.
- You can add a customer record in the Setup Guide.
What do you want to do?
Add more information to this
customer record
Add the customer's mailing address
Add the customer's email address
Add the customer's ship-to address
Select
the customer's default ship-to address
Select the customer's preferred language
Turn on statements for this customer
Synchronize
this customer record with Microsoft Outlook®
Look up your year-to-date sales for this customer
Add the date you started doing business with this customer
Add or modify a customer's pre-authorized debit bank account information
Change
this customer to an Internal Customer
Set up invoicing options for
this customer
Assign a salesperson to this customer
Assign a department
to a customer
Select an account to use for revenues from this customer
Add early-payment terms for this customer
Select a price list for this customer
Add a standard
discount for this customer
Enter this customer's credit limit
Select a delivery preference for forms you send to this customer
Add Additional Information to this customer record