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Customer Add or Edit

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Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

Security Setup GeneralOpen HelpTabsUnlock MonitorQuick AddCalendarDashboardQuick_Access_Menu

Quick Add ConversationCompanyEmployeeQuotesWorkshopStock ItemsSupplierLedgerinvoiceFileCustomerextraCustomer optionsContactsConversationsAge analysisFinance ChargesStatementsCustomer detailCustomer journalsReceiptsCustomer add or editCustomer enquiryCustomer linked allocationCustomer lookupCustomer extended lookupCustomer Main Menu

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Go to Customer > Lookup and click on the Add New Customer button or select New Customer from the main menu.

You can also Import Customers from a CSV file.

Watch the video: Creating Customers - Tutorial

 

ID numberCustomer StatementName NoteBirthdaySecurity Options AvailableHoverLast PurchaseSuspendedOrder Number RequiredVIPWorkshop ClientCash on DeliveryAccount ManagerDate Account OpenedLast Modified ByFreight MethodSales Tax OverrideDeleteSaveCurrencyCustomer NoExtraCustomer EquipmentCustom TabLoyalty TabClassification TabBank TabCredit Control TabConversation TabContacts TabImagesGreen PlusGreen PlusFinacial Info TabVAT SystemSales PersonCredit LimitActiveCustomer Main Form

Note: To force the use of cash, use the Suspended (for invoices) and Cash (for credit notes) in conjunction.

 

Security Settings Available.

Edit Restricted  (You can see the fields but you can't edit it).

Fields like Active, Cash client, Suspended, VAT type, Credit limit, Discount, Interest, etc. will display, but you won't be able to edit the fields.

 

http://bit.ly/SiCustomerAdd

 

 

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