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  1. Customers
  2. Setting up and maintaining customer records
  3. Maintaining a customer record

Maintaining a customer record

  1. Select Customer > Setup > Customer.
  2. Select the customer record to maintain.
  3. Click Edit.
  4. Click the appropriate tab, and then make the required changes.
  5. Click Save.
Related topics
  • Adding a customer record
  • Copying a customer record
  • Inactivating a customer record
  • Deleting a customer record
  • Customers
    • Setting up and maintaining customer records
      • Adding a customer record
      • Copying a customer record
      • Maintaining a customer record
      • Inactivating a customer record
      • Deleting a customer record
      • Setting up customer accounts to receive shipping notification emails
      • Setting up customers and ship tos for consolidated invoicing
      • Specifying pick label settings for a customer
      • Adding a ship to/job record
      • Adding a freight billing record
      • Creating a customer master group
      • Assigning a customer to a customer master group
      • Inactivating a customer master group
    • Entering invoices and miscellaneous transactions
    • Adjusting payment schedules and terms
    • Applying payments and credits
    • Reversing a payment
    • Form and field descriptions