Customer Type - Accounts Receivable/Maintain/Customer Types
- Select binoculars to review available customer types. Hit Cancel to escape the preview window.
- If new customer type is required:
- Enter customer (WEB)
- Enter description Web site
- Click the save disk in the upper left hand corner of window
Terms - Accounts Receivable/Maintain/Terms Codes
- Select binoculars to review available term codes. Hit Cancel to escape the preview window.
- If new terms code is required
- Enter code (CC)
- Enter description Credit Card sale (note: if default is credit card, code must be CC or have description containing 'credit card')
- Click the save disk in the upper left hand corner of window
Sales Person - Accounts Receivable/Maintain/Salespeople
- Select binoculars to review available sales people. Hit Cancel to escape the preview window.
- If new sales person is required:
- Enter sales person (WEB)
- Enter description Web site
- Click the save disk in the upper left hand corner of window
Tax - System Manager/Maintain/Tax Detail Code
- Select binoculars to review available tax codes. Hit Cancel to escape the preview window.