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Header  Under the header tab you can see: • Customer Name  • Customer Number  • Country  • Billing Address  • Telephone number  • Email address • Salesperson  • Tax schedule  • Terms code - payment terms.  • Primary contact  • Ship code - primary...

Finding existing customer accounts is extremely important, and helps us avoid having multiple accounts for the same customer. Sage is quite picky about how you search, so searching by company/department name is often not the best way to find accounts. For exam...

We're not able to create quotes or orders without an account to link them to, so it's important to set up customer accounts right. The first step should be checking to see if an account already exists. Duplicates will make future orders significantly harder. ...

When an account is on credit hold, the customer will not have any new orders shipped to them until the unpaid balance on their account has been paid. If a customer is on credit hold, you'll see this on their account: You can make quotes for a customer on cred...

If a customer wants to be set up as tax exempt, there's a few specific steps you'll need to take to make sure they can order exempt, whether they want to do that online or with a rep. The first step is getting a copy of their exemption certificate. They may s...

When you make a new account, the payment terms should default to 01 (Credit Card). This means the customer is only approved to pay for orders with either a card or a check. For international customers, you can change that to 12 (Wire) so they can make wire pay...