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Until the base properties have been assigned, the new customer record cannot be added. Enter the following customer properties.

Click here to view the Customer Properties help page  and and view what each property is responsible for.

• Attribute Class
• Customer Class
• Customer ID
• Customer Name
• Full Item Access
• Hold
• Inactive
• Invoice Delivery Method
• Parent Customer
• Use Favorites For

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When the Customer Record has successfully saved for the first time, the remaining Customer Properties can be completed.

Click here to view the Customer Properties help page  and and view what each property is responsible for.

• Checkbook
  • Note: This field value defaults from the Customer Class. 
• Credit Amount
  • Note: This field value defaults from the Customer Class.
• Credit Limit Option
  • Note: This field value defaults from the Customer Class.
• Currency
  • Note: This field value defaults from the Customer Class.
• Discount Grace Period
  • Note: This field value defaults from the Customer Class.
• Due Date Grace Period
  • Note: This field value defaults from the Customer Class.
• Finance Charge Amount
  • Note: This field value defaults from the Customer Class.
• Finance Charge Option
  • Note: This field value defaults from the Customer Class.
• Payment Terms
  • Note: This field value defaults from the Customer Class.
• Statement Name
  • Note: This field value defaults from the Customer Name.
• Tax Class
  • Note: This field value defaults from the Customer Class.
• Trade Discount Amount
  • Note: This field value defaults to '0.00000'.
• Trade Discount Method
  • Note: This field value defaults to '%'.

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To add new addresses for the customer, click on the Addresses tab. By default, a 'PRIMARY' address is assigned to the customer with the Address Name defaulting from the Customer Name and the Address Type defaulting to 'Both'. Once in the tab, click the New grid toolbar icon to open a New Address record view. The New Address record view will open with the following properties for the user to assign.

Click here to view the Address Properties help page  and and view what each property is responsible for.

• Address 1
• Address 2
• Address 3
• Address ID
• Address Name
  • Note: This field value defaults from the Customer Name
• City
• Country
• Fax
• Freight Terms
• Item Access
  • Note: This field value defaults to 'Inherit Item access from Customer'.
• Phone
• Salesperson
• Sales Order Carrier
• Sales Order Freight Programs
  • Note: This field value defaults to 'No Defaults'.
• Sales Order Site
• Tax Class
• Zip

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Click here to view the Contacts Tab help page  for for more information on these data fields.

• Contact Type
• Email
• Fax
• Name
• Note
• Phone

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Click here to view the Sales Programs help page for more information on the data fields that display, listed displayed below.

• Active
• Address ID
• End
• Program
• Program Class
• Program Type
• Start

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Click here to view the Accounts tab help page page for more information about these data fields.

• Accounts Receivables
• Cost of Sales
• Finance Charges
• Inventory
• Overpayment Writeoffs
• Sales
• Sales Order Returns
• Terms Discount Available
• Terms Discounts Taken
• Writeoffs

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