To successfully create a new Customer account within our system, please adhere to these steps: Click here to refer video
Step 1: Navigate to the Account Section
1. Begin by clicking on the 'Account' tab to access the account management section.
Step 2: Initiate the Creation Process
2. Next, select 'New' to initiate the process of adding a new account.
Step 3: Enter Necessary Details
3. In the ensuing window, ensure that you complete all the mandatory fields with accurate and comprehensive information for the new Customer account.
Key Fields in Customer Accounts
Understanding the importance of specific fields within Customer accounts is vital for efficient management:
1. Account Name: This field is obligatory when creating a Customer account. It is used in Purchase and Sales Orders to identify the Customer. Orders are placed based on the Customer's account name.
2. Supplier Checkbox: This checkbox is also mandatory for Supplier accounts. Ensure that you uncheck the "Supplier?" checkbox when creating a new account. Checking this checkbox designates the account as a Supplier; otherwise, it functions as a Customer account.
By following these steps and understanding the critical fields, you can efficiently create and manage Customer accounts in our system. Should you have any questions or require further assistance, please do not hesitate to reach out to our dedicated customer support team. We are here to help facilitate your account management processes.