Adjutant
Welcome Guest, you are in: Login

Desktop Adjutant

RSS

Navigation







Quick Search
»


Advanced Search »

Page History: HOW TO - Create a New Customer

Compare Page Revisions



« Older Revision - Back to Page History - Newer Revision »


Page Revision: Mon, 03 Nov 2008 13:52


STEP 1: Click the Organizations icon located in the Adjutant toolbar. This will display the Organization Screen.

STEP 2: Click New.

STEP 3: Add the customer's information into the corresponding fields. You may leave the ID field blank. Click Save when finished.

STEP 4: Click the Edit Attributes button.

STEP 5: Select Bill To. The Bill To Information screen will be displayed.

STEP 6: Click Edit and enter the correct billing information for the new customer. Enter a six character (alphanumeric) code in the Acct Cust Code field. This will be your customer's ID in your accounting software package.

STEP 7: Click Save.

STEP 8: Click the Add 2 Acct button to add this customer directly into your ACCPAC AR module. Close this window.

STEP 9: Select SHIPTO and SOLDTO in the attributes window and enter the needed information into the corresponding screens. You may leave both of these screens blank if you do not know the information at this time.

STEP 10: Click Hide Attributes.


Adjutant Wiki via Screwturn version 3.0.5.600. You are logged in as Guest. There are 921 pages in the Wiki. Learn More About Adjutant Enterprise Solutions