Creating a customer number record

  1. Select Security > Customer Number.
  2. Click New.
  3. Specify a customer number that corresponds to an existing customer in Distribution SX.e.
  4. Optionally, specify a description.
  5. Specify the company that the customer is in.
  6. Specify whether the electronic orders are imported as Issues or Drafts in the Import Electronic Orders As field.
    Note: By default, the electronic orders are imported as drafts if this value is not specified.
  7. Click Submit.