Adding New Prospects
Adding New Prospects
Before setting up a prospective customer account, you must set up a customer group. See Setting up Customer Groups for details.
In this section, you will learn how to add new prospective customers and their account details to your database. After you have checked that a customer has not already got an account by checking the customer list, you can create an account for them as follows:
Select Customers in the Folders list (left of screen) and New on the menu bar (top of screen) and an Add New Customer screen appears:
The "Add New Customer" window showing the Account Details tab. The left sidebar lists navigation tabs: Account Details (selected), Delivery Details, Contacts, Sales Graph, Transactions, Deliveries, Orders, Jobs & Recurring Invoices, Recent Sales, Documents, Special Prices, Notes, Opportunities, and Campaigns. The main area shows "General Information" fields including: Customer Type (set to "Active Customer"), Customer Name, Account Code, Country Currency (set to "Australia" with "Category" dropdown), Customer Group (set to "Retail" with "Key Words" button), Remarks, Account Manager (set to "System Administrator" with "All Branches" checkbox), Tax Status (set to "Taxable" with "Prices include GST" checkbox), Customer ABN, Bank Name, Bank Branch, and Usual Sales Analysis. On the right side is a "Credit Control" section with Credit Policy (set to "None - Manual Settings"), fields for Quotes OK, Orders OK, Deliveries OK, and Invoicing OK checkboxes, along with Current Balance, Credit Limit, Undelivered Orders, and Available Credit fields. At the bottom are Trading Terms, Prompt Payment Discount (0.00%), Overdue Interest Rate fields, and a "Set E-mail Alert" button.
Add New Customer
Add New Customer contains: