Creating a Customer

The below process highlights how to create a new Customer. Parish accounting users should create Customers at the entity level. If you are in need of assistance in navigating to the entity level, please refer to the “Switching to Entity Level” documentation.

When adding a Customer, all fields with a red asterisk are required to save the Customer record. Any field that does not have a red asterisk is optional, however, some fields may be recommended.

Steps

Click the Application drop-down menu
Click Order Entry
Click the All tab
Click the “+” sign next to Customers to add a new Customer

Enter the name of the Customer
If needed, select for the Customer to be a one-time use Customer
1. Note: If the one-time use box is selected, this Customer will not appear in Customer list screens unless filtered for
Enter the Primary Contact information for the Customer
1. Note: Unless additional contacts are created, this is the information that will appear on the invoice for the Customer
2. Note: The Print As field ultimately controls the name that appears on throughout the system. It will default to the Customer name that was entered in step 5, however, it can be changed
Click the Additional information tab

If needed, add an Attachment to the Customer record
Select a default term that you typically use with this Customer
1. Note: When entering an invoice, the invoice terms will default based on the term selected on the Customer record in this field. However, this can be changed at the time of invoice entry

If needed, select a default revenue account to be used in transactions with this Customer
1. Note: This account selection can be overridden during transaction entry
Select a preferred Statement/invoice delivery method for the Customer
1. Note: If “Email” or “Both” is selected, an email address must be entered on the Customer tab

Move on to the Contact list tab
1. Note: On this tab, additional Customer contacts can be added to the Customer record

Graphical user interface, application

Description automatically generated

Enter Contact Category – i.e.: Secondary Bill-to Contact
Select a Contact to associate with the Contact Category
1. Note: If the Contact does not already exist, it can be created using the Add button
Select the newly added Contact Category and Contact in one of the Bill to/Ship to fields – i.e.: Secondary Bill-to Contact
Click Save