Creating Partners

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Step 1:
Go to “Customer Service” module and select “Customer Management”.

Creating Partners

Step 2:
Click on the “+” icon to create a new partner.

Creating Partners

Step 3:
Fill in the required fields

a. Details
⦁ Fields marked in red are mandatory.
⦁ First Name and Last Name will be auto-filled after entering the “Full Name”

Creating Partners

b. More
⦁ Select customer type.
⦁ Assign a Sales Rep.
⦁ Select the default Job Type.
⦁ Assign a group.
⦁ Set a Lead Time for delivery for the customer.

Creating Partners

c. Main Address
⦁ Enter a shipping and billing address.
⦁ If the ship to and bill to address is the same, click on “Same as Ship”

Creating Partners

d. Financials
⦁ Set credit limits, discounts/factor, currency and default payment terms.
⦁ Tax codes will be set automatically depending on the shipping address of the customer.
⦁ If the account is exempt from taxes, click on “Tax Exempt” and enter a tax exempt code.
⦁ Set a minimum or standard deposit.

Creating Partners

Step 4:
Click save to finish.

Creating Partners

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