How to manage customer accounts
- Go to Sales > Maintenance > Add and Manage Customers.
- From here you can select an existing customer and change their details where necessary, or you can create a new customer by entering the relevant details and clicking on Add new customer.
- Be careful to select the correct entries in the Sales section.
You will now also need to set up at least one branch
- Go to Sales > Maintenance > Customer Branches.
- Select the customer and create a new branch called Main, by entering all the main contact's details.
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