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Create a new customer account
| 1.
| From the Sales menu, select Accounts.
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| 3.
| Click Customer in the left navigation bar. Do not click OK until all information has been defined for the new customer account.
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| 4.
| Supply this information:
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Customer Organization Choose the name of the account holder from the pull-down list.
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Contact Choose the name of the primary contact person in the customer's organization.
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Address This read-only field displays the address of the selected contact.
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Contact Information Type additional information for the contact, such as details about when to call.
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Allow customers to purchase under the store's default contract
Select this option to enable customers from this account to make purchases for items that are not defined for the contract, but are defined by the default contract for the store.
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| 5.
| Click Representative to define the customer account representative:
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Department (Mandatory) Select the name of the department within the seller's organization that is responsible for the account.
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Representative Select the name of the primary account representative in the selected department.
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Address This read-only field displays the address of the selected representative.
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| 6.
| Click Purchase Order to define purchase orders for the customer account.
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| 7.
| Check the appropriate box or boxes:
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Purchase order number may be specified at time of order
Select this option to enable customers to specify purchase order numbers when submitting an order.
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Check the uniqueness of the purchase order number
This option is displayed when the previous option is selected. Select this option to verify that any purchase order number specified at time of purchase is unique.
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Defined purchase orders are displayed in a table with column names Purchase Order Number and Spending Limit.
The following actions are available when defining a purchase order:
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Add Defines a new purchase order for the current account.
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Change Changes the selected purchase order.
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Remove Removes the selected purchase order.
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a.
These options appear when you click Add:
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Purchase Order Number
Type the number for the new purchase order (mandatory).
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Spending Limit Select this option to define a spending limit for the purchase order.
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Amount Specify the amount if the spending limit option is selected. (mandatory) Type the limit for the purchase order in the field provided, and then select the currency for the limit from the list.
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b.
To change a purchase order:
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i.
Check the box next to the purchase order number and click Change.
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ii.
Modify the purchase order number and spending limit as desired.
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iii.
Click OK to apply changes to purchase order.
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c.
To remove a defined purchase order for the selected account:
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i.
Check the box next to the purchase order number and click Remove.
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ii.
Click OK on the dialog box.
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| 8.
| Click Invoicing to define how invoices for the customer account are delivered:
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E-mail Select this option to deliver invoices using e-mail.
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Include with shipment Select this option to deliver invoices inside the boxes used to ship the order.
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Regular mail Select this option to deliver invoices using conventional mail.
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| 9.
| Click Credit Line to define how invoices for the customer account are delivered:
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The account has a credit line
Select this option to enable the account to use credit to pay for orders.
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Description Type the name the customer sees when selecting a credit line from a list of payment options (mandatory).
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Credit line account number
Enter details about the credit line.
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Billing Address Select the address to use for account billing.
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Address Displays information for selected billing address (read-only).
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| 10.
| Click Remarks. Specify additional comments for the customer account.
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| 12.
| Click OK to close the dialog box.
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