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HOW TO CREATE CUSTOMER MASTER FILE IN SAGE 50 APAC
Author: Bruno Reference Number: AA-08329 Views: 42 Created: 2019-01-10 10:53 Last Updated: 2019-01-10 10:53 0 Rating/ Voters

HOW TO CREATE CUSTOMER

Step 1: Go to Receivable on the tree menuà Receivables menu will appear on the screen.

User can change the Terms to be use (Customer/Receivables) under SetupàUser Preferencesà Optionsà Terminology.


Step 2:  Go to Customers àAdd Customers.


Step 3: Fill in your Customer Name.


User can create the Customer name as Number as well (eg: 001 Baiduri & Co)


Step 4:  Click on each of the Ribbon to fill in the appropriate details for the customer:


Address:

·       Fill in appropriate address and contact details for your customer. This detail will be used and displayed in their report such as Quotations, and Invoices under Sold To address.


Ship to Address:

·       Fill in appropriate Address and contact details for your customer. This detail will be used and displayed in their report such as Quotations, and Invoices under Ship To Address.

·       Select <Mailing Address> if the default Ship-to Address is same with the main address.

·       Select <Ship-to Address> if the address is a different address (eg: Customer Warehouse address).

·       Click on Add New to add multiple Ship-to Address and fill in the address details (eg: Customer have multi warehouse/ shops/ delivery locations)


Options:

·       Fill in appropriate Revenue Accounts for specific Customer. This will allow system to auto post your transactions to the specific Revenue Account.

·       Select Price List. Refer to Inventory and Services guide to add Price List.

·       Select Currency. Refer to Setting Company guide to setup Currency.

·       Fill on the Early Payment Terms and default Payment Method. This can be changed later during the transaction if changes needed. System will calculate automatically for Early Payment Terms based on the date of Payment received.

·       Select appropriate setting for Customer Statement.


Taxes:

·       Fill in appropriate Tax settings for the customer. The default Tax Code and rate will be automatically selected during transactions.


Statistics:

·       Fill in the Credit Limit for the customer (if any).

·       Year-to-Date Sales and Last Year’s Sales will be automatically populated by the system.


Memo:

·       Fill in the Memo (if any)

·       Select To-Do Date and tick on the Display in Daily Business Manager to make the memo available on Daily Business Manager to all user.

·       Go to Business Assistant àDaily Business Manager


Import/Export:

·       Tick on the appropriate setting for Import/Export function if the customer is using Sage 50 as well.

·       Match the Item No to allow system to recognize the item code when importing/exporting the document into this system.


Additional Info:

·       Fill in appropriate Additional Information.

·       Tick on the Additional Info to show in transaction.


Historical Transactions:

·       Click on Invoices… to add history invoices/ outstanding Invoices for customer.

·       Click on Payments… to add history payment to the reports and statements.

·       Click Record to Record transaction

·       You would be able to knockoff the unpaid/ outstanding Invoices during the Receipt creation.



Step 4: Click on Close Save and Close to save customer.


Attachments
CREATE CUSTOMER MASTER FILE.docx 0.6 Mb Download File
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