Creating a new customer or supplier
Summary
The following article outlines how to create a new customer or supplier.
More Information
In Platinum customer information (name, address and telephone number etc) are stored against account codes. All invoices, credits, payments etc are stored against this for future reference.
To create an account you simply type the first three letters of the customer/suppliers surname into the account code box and press <Shift+F10>. This will take you to a search box allowing you to check if there is already an account for this name. If not click the [Add] button and this will automatically create an account code that has the three letters you entered and a sequential number e.g. 'JON003' for the third account on the system with a name of jones.
It is important for to fill in as much information on the first tab of the account details as possible to make your database as useful as it can be.
 | Search Tip: Keep you customer/supplier names as the full forenames and surnames to make searches more effective. |
While entering a new account, the software will check against existing accounts to see if you are entering a duplicate. If any possible duplicates are found you will be asked to confirm you still wish to create the account. If you are entering in a duplicate and want to use the existing account, then select the existing account in the "Duplicate Accounts:" list.
See also
- Getting Started - Accounts
- How do I Find a Customer or Supplier?
- How do I Change the Customer Note Prompts?
- How do I View Customer/Supplier Transaction History?
- Setting up an Account status
- Creating Stock Groups
- How do I Create an Internal Account?
- Creating a New Account Analysis Code
- How can I View Turnover Statistics for this account?
- How do I Change the Website used for Locating Addresses?
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