Tabs of the Manage Customers Screen The Manage Customers screen has the following tabs: Customer Details, Sales Order, SO Address/Contacts, and Credit Info. Related Topics:Customer Details Tab Use this tab on the Manage Customer screen to enter details about a customer. Credit Info Tab Use the Credit Info tab on the Manage Customers screen to apply finance charges and set credit limits for customer accounts. You can also review a customer's account receivable information to determine a customer's available credit and other balance information. Sales Order Tab Use this tab on the Manage Customers to set up pricing, shipping, billing, and contact information. This is the default information when you enter a sales order for this customer. This tab displays only if you are licensed for Sales Order Entry. SO Address/Contacts Tab Use this tab of the Manage Customers screen to enter sales order contact and address information. This tab displays only if you are licensed for Sales Order Entry. Parent Topic: Manage Customers HomeAccountingAccounts ReceivableCustomersManage CustomersTabs of the Manage Customers Screen
Tabs of the Manage Customers Screen The Manage Customers screen has the following tabs: Customer Details, Sales Order, SO Address/Contacts, and Credit Info. Related Topics:Customer Details Tab Use this tab on the Manage Customer screen to enter details about a customer. Credit Info Tab Use the Credit Info tab on the Manage Customers screen to apply finance charges and set credit limits for customer accounts. You can also review a customer's account receivable information to determine a customer's available credit and other balance information. Sales Order Tab Use this tab on the Manage Customers to set up pricing, shipping, billing, and contact information. This is the default information when you enter a sales order for this customer. This tab displays only if you are licensed for Sales Order Entry. SO Address/Contacts Tab Use this tab of the Manage Customers screen to enter sales order contact and address information. This tab displays only if you are licensed for Sales Order Entry. Parent Topic: Manage Customers HomeAccountingAccounts ReceivableCustomersManage CustomersTabs of the Manage Customers Screen