Customer Maintenance
Customer Maintenance is the module you will use to look up customer account, find history, invoices, open orders, quotes, and any specific notes on their account. This is also where you will set up new customer accounts. You can get to Customer Maintenance by going to Accounts Receviable then you should see Customer Maintenance.
Overview of Customer Accounts
Header Under the header tab you can see: • Customer Name • Customer Number • Country •...
Looking up/Finding a Customer
Finding existing customer accounts is extremely important, and helps us avoid having multiple acc...
Creating a Customer
We're not able to create quotes or orders without an account to link them to, so it's important t...
Credit Hold
When an account is on credit hold, the customer will not have any new orders shipped to them unti...
Tax Exemption
If a customer wants to be set up as tax exempt, there's a few specific steps you'll need to take ...
Payment Terms
When you make a new account, the payment terms should default to 01 (Credit Card). This means the...
Dealer Program
Customers who resell our products will sometimes ask for dealer pricing. If they do, send them a ...
Wire Transfers
International customers may need to pay by wire if they don't have access to a card with USD on i...
Customer Shipping Accounts
If we are shipping on the Customers Account then we need to flag the customer as "Customer Choice...