
Adding New Customers
Adding a new customer in the Customer module is a snap. Simply click the New button up top and that will launch a Wizard, which consists of six steps:- Add the customer’s name and account number.
- Enter their main address.
- Add all of the contact information for that location.
- Set their status, credit limit, default terms, carrier, class, salesperson, tax rate, etc.
- Assign them to a preexisting customer group, if you like.
- Add any other information into custom fields.