How to create a new Customer

1. Click “Customers” [1]

2. Click “Customer Master” [2]

3. Click "Create Customer" [3]

      

      4. Input Customer Code and other required customer info [4]

1. Mandatory "Company Information" fields: Customer Code, Customer Name, Price Level, Division, Order Type.
   
2. Mandatory "Accounting Information fields: Term, Payment Method.
   

      5. Click "Save" [5]

1. “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]

1. Example: In the image below, the "Currency" field will be visible but not mandatory. The "Customer Name" field will be visible AND mandatory. 
   
2. "Success to Save User Settings" message will appear at top of screen after saving.

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