NESFA Treasury Procedures: Creating a New A/R Customer

To create a new A/R customer, use the "Maintain/Maintain Customers/Prospects" dialog.

• Fill in the Customer ID with a unique ID. We usually use the customer's name with any leading article dropped. (I.e., "The Book House" has an ID of "Book House").
• On the General tab:
  • Fill in the name
  • Fill in the Bill-to address.  If there is a separate shipping address, fill that in, too.
• On the Sales Defaults tab:
  • Fill in the GL Sales Acct with SI-Postage (this is the default for new lines)
  • Fill in Ship Via
  • Fill in the Pricing level. Choose Retail or 40% discount depending on what kind of orders you expect most often from this customer.