Manage information about your customers in the File>Customer menu. Each customer has a unique Customer Number and Master record; the Master record defines details about the customer from accounting and credit information, to shipping addresses, and individual contact information.
Review the following customer tasks:
|How to create or edit a customer||Get basic instructions on creating or editing a customer.|
|Add a customer||
A more detailed procedure for creating a customer, including all required information.
|Configure additional customer properties||Learn about defining additional customer properties, including setting up tax and credit options. notes, shipping, web options and more.|
|Create jobs to group sales and purchase orders||Group sales and purchase orders by customer and provide costing reports for project expenses using Jobs.|
|Create customer ranking criteria||Establish metrics against which to rank your customers.|
|Update data in bulk using mass change||Apply changes to a selected group of customers . For example, you may want to select all customers currently being shipped to via UPS and change them to your own trucks.|
|Merge or renumber a customer||Renumber an existing customer or merge it into another customer.|
|Delete a customer||Remove a customer from the system.|
|Generate customer reports||Create custom reports, listing customers by criteria you choose.|
|Print customer mailing labels||Create customer mailing labels.|
See Also: For more detailed customer accounting, see Use the customer ledger in the Accounts Receivable section of the system. This will provide you with access to complete accounting activities data pertaining to each of your customers.