How Do You Set up a New Customer?
Short answer: Customer, New.
New Customer: Allows you to enter all the Customer information. This information will default into the Customer orders, quotes, invoices and receipts.
Document Folder: Used to hold Customer logos, documents, and other files related to the Customer.
Industry, Origin, and Region: These can be used for tracking purposes to determine where your customers come from.
First Contact: The date that they first became your Customer. (this does default to current date but can be changed).
Last Order: Displays the most recent order date based on the customer's order records. This includes open or closed orders ad is not affected by quotes or invoices.
Main Customer Code: If you have more than one subsidiary of a Main Customer, it will link them to that main customer.
Acknowledge Via, Bill Via and Statement Via: How this customer wants their forms delivered. This will overwrite what is in Company Setup for this Customer. Left at (Select) this will use Company Setup selections.
Company Logo: This is the logo that will print on all forms for this Customer. Logos are entered in Company Setup and will show and can be selected here.
User Defined Fields: Provides the ability to add user defined fields for tracking information you need for your customers.