This guide contains instructions on adding a customer to the register.
Adding a customer
A new customer is added to the Customer register in the section Sales/Customer register; in this view click the button Add customer.
The Add customer button opens the New customer basic info view, where you can enter the customer information, e.g. name and address information. When you have entered all the necessary information, click the Save button to save it.
Entering default products in the customer register
When you have entered the basic information, you can enter customer-specific information, e.g. default products. Default products are entered in the section Defaults/Default products.
With default products you can select products from the product register. Add products by clicking Add and then search and select products from the product register using the Search products and Select product buttons. Finally, Save any changes. You can edit the default products’ information customer-specifically. You can e.g. specify a different price, different discount or different VAT for this customer; for example tick the box Different price and the update the sum in the cell Price.
Entering a default account into the customer register
You can save the customer-specific default accounting account in Defaults/Default accounts.
Select the Sales ’account 3000 Account name Sales’ row and click Change account. Select the accounting account from the chart of accounts and click Save to save changes.
Entering default dimensions in the customer register
Enter default dimensions in the customer register in Defaults/Default dimensions.
Select suitable dimensions for the customer and click Save to save changes.
You can search for customers from the customer register in the section Sales/Customer register. Enter the customer’s Name and select Search customers.