Customer Management

The “View customers” permission allows inspection; “Create and manage customers” allows changes. Have verified customer name, contact and billing details.

1. 1
   Open Customers and create a record.
2. 2
   Enter the name and available contact and billing details.
3. 3
   Save and review the customer detail before using it on a quote, order, or invoice.
4. 4
   Open the saved customer and verify the billing name and contact details.
5. 5
   Create a small draft sales document to confirm the intended customer is selected.

If a duplicate already exists, review linked documents before changing either record.

Customer records identify the trading party; creating one does not create AR. Receivables arise from posted invoices and are reduced through payment/credit allocations.

WARNING: Check the customer identity and currency on each document; changing master data does not rewrite posted invoice snapshots.