Before setting up your customer records, make sure you have completed the Customise your company settings tasks. If you have not yet defined these settings, select Help > Customise your company and follow the instructions provided.
Tip: For extra help on setting up records, try the online Sage 50 Accounts Welcome Pages.
Customer records are essential for keeping track of your customers, when you want to know what they have bought or what they owe.
Each customer has a separate record that is unique to them. Not only does the record hold contact details, it sets out the way you do business with them, such as their settlement discount or whether sales documents are sent electronically.
When a sales transaction is recorded for the customer, details from their record are used in the calculation to tell what is due and when. Contact details such as an address are used when printing a range of documents, such as invoices or labels.
Each customer record needs a unique reference code. These codes need careful planning as they can’t be changed once any activity has been applied to a record. See Questions and Answers section for more details.
The Ask Sage article on How to Create a New Customer Record is available from here.
Put the customer account on hold to prevent new quotations
Once the account is on hold you can still record a payment from the customer as well as record a sale using batch invoice.
From the Customers window, choose Customer Record. A blank customer record window opens. Show me more.
Alternatively, to use a wizard to guide you through the task, click New Customer. The Customer Record wizard appears.
Find out more about the settings on the: Details, Defaults, Credit Control, Sales,
Tip: Did you know you can also create customer records using Data Import. This is particularly useful if you are moving from one software provider to Sage software, or when dealing with hundreds of records.
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