Creating Your Customer Accounts
Customer accounts track customer transaction activity, provide a quick reference of the financial status of each customer, and allow you to view a customer’s sales history.
When you enter sales transactions, information from the customer account, such as customer name, customer address, Salesperson Code, and Terms Code, appear as default entries. You can either accept or change these defaults when you enter a transaction.
If you want to see the details of a specific transaction, you can double-click it in the detail grid of the Tran History tab in the AR Customers window or in the Customer History Information grid that is displayed when you select the OE/POS History button in the AR Customers window.
Published date: 12/31/2020