- Click on the Sales menu.
- Select Customers.
- Click on the Customers tab.
- Click the Add Customer button.
- Complete all required/desired fields.
- Company Code is to be left blank.
- Click Submit.
The Edit Customer [Customer Name] screen will be displayed.
- Select the Currency to use for the customer from the drop-down list. This is a required field.
| IMPORTANT: Make sure the correct currency is picked. If not, you will have to create a new Customer as you cannot change the currency once you have created a sales order under a Customer Account. Separate Customer Accounts require setting up for each currency type. |
- Select the Language to use for the Customer account from the drop-down list. This is a required field.
- Select a Discount Group from the drop-down list, if necessary.
| IMPORTANT: Discount Groups only apply to Distributors. Leave blank and confirm with the Admin team if unsure. |
- Select the Terms from the drop-down list.
| IMPORTANT: For new web-store customers, select 'CO - Payment with order'. Leave blank and confirm with the Admin team if unsure. |
- Enter 0 in the Credit Limit field. This is a required field and will be completed by the Admin team where necessary.
- Toggle On Stop to 'No' (default).
- Select the Distributor/Lead from the drop-down list, if necessary.
- Select 'WWW' for web-store customers.
- Leave No Commission blank.
- Enter the customer's VAT number, if applicable.
- Enter the EORI, if provided.
- Enter the Supplier number if one has been supplied.
- Archived is to be unticked.
- Toggle Distributor to 'No' (default).
- Click Submit.
