Adding a customer

  1. Select Configuration > Organisation > Customer. The Customers screen is displayed.
  2. Click Add. The Add window is displayed.
  3. Specify this information on the Supplier tab:
    Customer
    The name of the customer.
    Customer Group
    The group of the customer.
    Short Name
    The short name of the customer.
    Customer Code
    The code of the customer.
    Customer Location
    The location of the customer.
    Language
    The language used when presenting reports to the customer.
    Label Template
    The label template associated with the customer.
  4. Specify this information on the Address tab:
    Address 1
    The first line of the address.
    Address 2
    The second line of the address.
    City
    The name of the city where the customer is located.
    County
    The name of the county or state in which the customer is located.
    Post Code
    The post code or zip code of the address.
    Country
    The name of the country in which the customer is located.
    Phone Number
    The phone number of the customer.
  5. Click OK.