How to enter a new Customer

  1. Go to the Accounts Receivable Menu

    1. Go to the Accounts Receivable Processing Menu
    2. Go to Customer Maintenance
- Enter a customer number that hasn’t been used

- Fill out the Name, Address, City, State, Zip and County

-  Next is the Residential Flag, “Y” or “N”

- Then if the customer has a specific contact

- The alert message is anytime in AR or Ordering the customer is entered, this message will display

- The OE message is a message that will only display when entering a new order for that customer

- Enter Phone, Fax , Cell Phone

- The Inv Email is the email used if emailing invoices

- Next is the type, enter one or hit F3 for look up

- Next is Mailer, only choose “Y” if this is going to be a miscellaneous customer

- Next choose if you require the customer to have a PO to enter a new invoice

- Next choose F8 for pricing

  • Choose the Terms you wish the customer to have, hit F3 for Look Up

  • Choose the Salesman for the customer

  • If using territories enter it here or F3 for Look Up

  • Next set a credit limit if the terms are A/R

    • Next choose the account type: Open Item or Balance Forward (most accounts are Open Item as opposed to Balance Forward)