1. On the Navigation Pane, click “Customers”. You can reach the same page by searching “Customers” in search box at top right corner (a bulb symbol).
2. Click New -> +New (Create new entry) to open a new Customer Card page.
3. Select the customer template.
4. Expand the General FastTab.
5. No. Field: Press ENTER to automatically fill in the next number of the default number series for customers in the No. field.
OR
You can Manually Enter a new customer no. apart from default number series. Ex. A001, B002, etc. A confirmation message will be displayed, press ok.
[Note: Customer No. is Primary key for customer table, its values cannot be repeated.]
6. In the Name field, type "Miller Stones"(Customer Name).
7. In the Address field, type "21 Main Street".
8. In the City field, type "TUCSON”.
9. Expand the Invoicing FastTab.
10. Click the drop-down arrow in the Gen. Bus. Posting Group field and select “General”. The business posting group specifies who is sold to, and will, in combination with the product posting group (determined by the item on the sales document), determine the income statement account to post to.
11. Click the drop-down arrow in the Customer Posting Group field, and select “General”. The customer posting group maps the accounts receivable account, payment discount accounts, invoice and application rounding accounts, and interest and fee accounts that relate to customers.
12. The other FastTab (shipping, payments, eJewelry, JBT/credit, remarks) must be filled only if you have special needs for warehouse location or shipping method.
13. Press “Esc” to Save & close the Customer Card page.