Page History: HOW TO - Create a New Customer
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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.
