To Add a Customer Account

1. Open the Sales Ledger folder and then click Processing or click the Financials tab and then click Sales Ledger - Processing on the Ribbon Bar.

2. In Account Code on the New Customer form, type a unique code to identify the customer record.

3. In the Options list, click to select whether you want to create an account with or without a model or create a model account. If you choose to create an account using a model, click to select the model account in the Model Account list.

4. In the Customer Profile and Terms Profile lists, click to select the profile records you want for the account, or leave blank to maintain custom profile settings for the account.

5. Click OK. In the boxes provided, enter the customer details.

6. On the Record menu, click Save.

Click Action to complete details on the Options, Terms, Analysis, Delivery, and EC VAT forms.

Click the Memo tab to maintain a notepad of information associated with the customer.