How to create a new Customer
1. Click “Customers”
2. Click “Customer Master”
3. Click New
4. Put in the Code you have for this particular type of business & the Name of business
5. Put in additional information such as Address and Contact information
6. Click Save
7 By clicking on User Settings, you may choose which box is mandatory.
In this example, Addr1 is mandatory, as shown below in different color
Related Articles
How to create a new Customer [Cloud]
1. Click “Customers” [1] 2. Click “Customer Master” [2] 3. Click "Create Customer" [3] 4. Input Customer Code and other required customer info [4] Mandatory "Company Information" fields: Customer Code, Customer Name, Price Level, Division, Order ...How to import Customer Information to Customer Master
How to import Customer Information to Customer Master Steps Open the customer's information spreadsheet* *it has to be N41 supported format Highlight the cells to import into N41 [1] Right click and select Copy [2] Open N41 Go to Customer [1] Click ...How to create a “New Style”
How to create a “New Style”. 1 Create a New Style. 2 How to add colors. 3 How to apply to other color. 4 How to duplicate a style. Appendix. Column Lists on Style Master. 1 Create a New Style Creating this crucial list is the backbone of your ...Create a New Component
How to create a “New Component”. Create a New Component. How to add colors. How to apply to other color. How to duplicate Style. 1. Create a New Component Go to “style” [1] Click Component “Master”[2] Click “New” [3] Input "Comp #", "Color", "Comp ...How to create new SO (walkthrough to invoice)
From the customer page, click on Create SO [1] Then the system will take you to a Sales Order page Top side is called Header, bottom side is called Details Make sure the desired customer information is shown in the Header section. Some Terminology: ...