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
1. Open Customer Maintenance 2. At the top of the screen you will have the option to type in the...
Creating a Customer
1. Before creating a new customer account verify that an existing account does not already exist....
Credit Hold
Tax Exemption
Login into AvalaraTax compliance software and automated solutions - Avalara Once you have ...
Payment Terms
Dealer Program
If a customer reaches out wanting to be a dealer send them the attached agreement. When you get i...
Wire Transfers
Customer Shipping Accounts
If we are shipping on the Customers Account then we need to flag the customer as "Customer Choice...