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16.00 Adding a New Customer

Accounts Receivable How To's 16.00

Written by Denisa Arjoca
Updated over 2 weeks ago

Module: Accounts Receivable

This topic demonstrates how to add a customer.

Accounts Receivable > Customers > Customer Maintenance

Figure 1: Customer Maintenance

  1. Click Add (Add Button).

    Coins ERP+ prompts you to select an office from the Company Information System.

    • If the customer you want to add already exists in the Company Information Workbench

      1. Use the lookup to find the company.

      2. Select the appropriate company.

        The company will only be an option if it is already in the Company Information Workbench. In addition, it must have also been set up as a customer when it was added.

        Figure 2: Selecting the Company

        The Company / Office field is filled in with the company name.

    • If the customer you want to add does not exist in the Company Information Workbench

      1. Click the QUICK ADD button (if it is available) to add a new company.

        The Quick Add Company screen opens. The Customer Company Type is automatically checked (you can change it).

      2. Enter details of the new customer to search for potential duplicates.

      3. Click Next (Next Icon).

        The Quick Add Company screen is populated with the new details.

      4. Add any further details.

      5. Click Save (Save Icon).

        At this point, the company record is created in the Company Information Workbench.

        The Company / Office field is filled in with the new company name.

  2. Click Next (Next Icon).

  3. Enter additional information about the company. Under the Sales/Use Tax tab set the default Sales/Use Tax code.

    Figure 3: Sales/Use Tax

  4. Under the Terms tab fill in the appropriate information.

    Figure 4: Terms

    • Discount type – If the Discount Type is set to "No of Days", this is the number of days after the invoice date. If the Discount Type is set to "x months", this is a fixed date in that month.

    • Discount % – the discount taken if invoice is paid within the period

    • Due Type – Whether the due date is determined by number of days or number of months.

  5. Under the Statement tab, check the appropriate boxes.

    Figure 5: Statement

    • Print Statement – Whether statements get printed for this customer.

    • Statement Cycle – A single-character code to assign this customer to a statement cycle.

  6. Under the Credit tab, the credit terms can be displayed for the customer.

    Figure 6: Credit

    • Credit Limit – The credit limit for this customer.

    • Credit Status – A code to indicate the status of the customer. Coins ERP+ will change the status code automatically per the length of time the customer's debt is outstanding.

    • Credit Rating – a space to enter text to describe the customer’s credit.

    • Letter Class – A code to determine which type of credit letter you want to send to this customer.

    • Credit Messages – Whether Coins ERP+ prints credit messages on statements to this customer.

  7. The Analysis tab shows the Analysis Sets set up on your Coins ERP+ environment.

    Figure 7: Analysis

  8. Click Save (Save Icon) .

Parameters

AR/QADDSL

Allow quick add of companies

Enter YES if you wish to be able to create companies when creating Customers or entering invoices.

If this is set to Yes:

  • When adding a customer record, a Quick Add button next to the Company / Office field allows you to add the Company Information record directly.

  • Lookups use the maintenance screen, so you can add a customer when using the lookup.

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