Adding New Customers
- Click on Customer icon
- Click on New Record
- The blank Customer screen will appear. (as per below)
- Enter the Customer Account Name
- Enter the Alpha Code you wish to assign to this Customer
- Select a Region for this Customer.
(To add Regions to your drop down list, use the List Management utility.)
- Enter a Credit Limit and Approval Date for this Customer
- Select the Bank Details you wish to print on the Customers Invoices.
(Grain Trader allows for a Debtor Finance Bank account as well)
- Tick the Customer Type and Classification boxes
If the Customer is Registered for GST:
- Click on the GST tab
- Enter the Customers ABN number
- Tick the Registered for GST box
NOW CLICK APPLY TO SAVE THE CUSTOMER ACCOUNT
Every Customer MUST HAVE AT LEAST ONE CONTACT.
Every Customer MUST HAVE A DEFAULT STREET ADDRESS.
Every Customer MUST HAVE A DEFAULT POSTAL ADDRESS.
- Now click on the Contacts tab
(This example will have two contacts, one Street Address and one Postal Address)
- Click on Manage
- Click on Add
- Select Contact Type - Street
- Tick the Default Street Address
- Give this Contact a name in the Ref field
- You can allocate a persons name to this Contact
- Enter Address and Telephone details
- Enter any other details required
Click on APPLY
- Click on Add to create a Default Postal Contact
- Select Contact Type – Postal
- Tick the Default Postal box
- Give the Contact a name in the Ref field
- Give the Contact a persons name
- Continue entering the rest of the details
Now click SAVE
