Quick Customer Creation

Customer

Specify an alphanumeric code to identify the customer.

Currency

Select the currency for the customer.

Name

Specify the customer name.

Bank Code

Select the bank code for the customer.

Address

Specify the address information for the ship-to location for the customer.

Salesperson

Select the salesperson to set up for this customer.

Ship Via

Select the preferred shipping method for the customer.

Terms

Select the billing terms for the customer.

Invoice Category

Select the invoice category to use for this customer. The category is associated with the bill-to address.

PO Required

Select this check box if the customer requires a purchase order number before any work can be done.

Tax Code

Optionally, select that tax exemption code for the customer.

Tax ID

Specify the federal identification number for the ship to customer.

Branch ID

If applicable, specify the branch ID.