Creating a Customer Account

In this section we will consider the case when customer represents a company.

To create a customer account:

1. Open Operations > Customers. The list of customers' accounts available (if any) appears on the screen.
2. Click New Customer Account. Adding new customer wizard starts.
3. Place the Account Type radio button into the Company position.
4. Select a class, which customer will belong to from the Customer Class drop-down list.

Note: New accounts inherit their credit terms from their customer class. Later credit terms and statement cycle can be changed per account. In addition, credit limit inherited from credit terms, can be reassigned per account. In general, the settings that can be changed per account are not affected by a customer class change. Thus, is you have reassigned a customer class to an account or changed an already assigned customer Class, and you would like credit terms, etc., be changed in accordance with a new customer class, it may be necessary to manually adjust these settings since they may remain unchanged.

5. If necessary, click next to the Sales Branch field. From the window that opens, select a sales branch to assign to the account.
6. If necessary, click next to the Sales Person field. From the window that opens, select a sales person to assign to the account. The sales branch and sales person specified in account are inherited by invoice. Sales person commission is calculated on the invoice base.
7. If necessary, select a tax zone the customer will be subjected to from the Tax Zone drop down list.
8. Click Next >> to proceed to the next wizard step. Fill the forms:

   Company Information

   • Input the name of customer's company into the Company Name field.
   • Input customer's company address into the Address 1 and the Address 2 (if necessary) fields.
   • Input the name of the city where customer's company is settled into the City field.
   • If necessary, click next to the State / Province field. From the window that opens, select the state (province), where customer's company is settled.
   • Input company's ZIP or postal code into the Zip/Postal Code field.
   • Click next to the Country field. From the window that opens, select the country where customer's company is settled.

   Administrative Contact Information

   • Input customer's last name, middle name (if necessary) and first name into the Last Name and First Name fields respectively.
   • Input customer's e-mail address and phone number into the E-Mail and Phone Number fields respectively.
   • If necessary, input customer's fax number into the Fax Number field.
9. If necessary, fill the Billing Contact Information and the Technical Contact Information boxes in analogy with the Administrative Contact Information box. If the customer's billing and technical information is the same as the administrative information, you can check the Same as Administrative Contact box in both boxes to copy the information from the Administrative Contact Information box.

Note: The administrative, billing and technical contact information (name and email address) will be used depending on placeholders used in notification templates.

10. When finished, click Next >> to proceed to the next wizard step. Fill the fields:
    • Input customer's Billing control panel login into the Login Name field.
    • Input customer's Billing control panel password into the Password field.
    • If necessary, fill the Contact Information box. By default all the fields are filled in accordance with the company information and administrative contact information you provided on the previous wizard step. If customer's contact information differs from the company contact information, change all the necessary fields.
11. When finished, click Next >> to finish the customer account creation.

Note: You can click Edit to fill in the AR Account and Sales Account fields, which are used when sales data is exported to external accounting systems.