Customer
To add or edit customers, go to the switchboard menu and click on Customer. This is where you can view, add and manage your customers and change their status from active to inactive by checking or unchecking the active box.
To add a customer, click on the edit button (
) and enter in the customer information into the
new line that appears. (seen below).
1. Under customer # and company, just enter the name of the customer.
2. Make sure the active box is checked.
3. If you have payment terms entered, select payment term from dropdown menu. (to add new payment terms, please see section on adding payment terms)
4. Tab through and enter in any other information you would like such as address and phone number etc. These are optional fields for your reference only.
Once you have entered in the entire customer’s information,
be sure to click on the save button (
).
To edit a customer, go to “Customer” under the Daily Books
Menu. The list of your customers will come up. Simply click on the edit button
() and click into the field you wish to edit,
make your changes and click the SAVE button when finished. You can also
double click on the customer name to display the details screen.
Refresh Dropdown Menu
Because data in Series2k is web-based, if you add a new
vendor or supplier and want to use them immediately, it will be necessary to
refresh the download menus since the data you have is web based. To do this
simply click on the “Refresh Download” button (
) at the top of the screen. This will
automatically update the system.