Sales - Sales Elements - products - customers

Prior to setting up Sales Orders, you need to enter information about the Products and Customers.

Setting up Customers:

	From within the Sales & Purchases section of the application:

Select	< Customers	Customer Maintenance
	This will take you to the main Customer Maintenance section (see image right):

Select	< Add New

*Enter*	Customer ID (this will be used as the customer reference for look-up purposes)

Select	<< Add Customer ID	Customer Information
	This will take you to the main Customer Information section. Here the information below is maintained (see image right). On completion be sure to:

Select	<< Update

<tab>

Customer Information	Customer ID
	Accounting Key
	Last Changed On (system-generated)
	By (system generated)
	Country
	Address Text
	Bill to Address (optional)
	Company Phone
	Company Fax
	Company Email
	Company WebSite
	Discount Percent
	Payment Terms
	Tax State
	Tax Zip
Comments	Comments Text
Contacts	Name
	Title
	Phone
	Fax
	Email
	Edit/Delete
Products	Item #
		ADD IN FIELDS ETC.
		ADD IN FIELDS ETC.
	Customer Product Name
Ship to Address	Country
Ship to Address	Address Text
Docs	Docs &/ Images Upload


Notes

	Address Text
		- to add/edit Address Text:

	Select	< Edit
		If a Country other than the United States is selected, the following fields will be displayed:	If the United States is selected, the following fields will be displayed:

		Name Address Line 1 Address Line 2 Address Line 3 Address Line 4	Name Address Line 1 Address Line 2 City State Zip

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