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 Type.
- Mandatory "Accounting Information fields: Term, Payment Method.
5. Click "Save" [5]
- “Saved Successfully” message appears. Hit “close” or message will disappear automatically.
6. Once saved, the new Customer Code will appear in the top left as the active customer being viewed [6]
7. You can change which fields are visible or mandatory by clicking "More" [7] and then clicking "User Settings" [8]
9. Check the box of each field you want to be visible or mandatory. Hit Save [9]
- Example: In the image below, the "Currency" field will be visible but not mandatory. The "Customer Name" field will be visible AND mandatory.
- "Success to Save User Settings" message will appear at top of screen after saving.
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