You can create customers in the following ways:

• Individually, (in the Account Maintenance window)
• In documents, (like quotations or sales orders)
• Bulk import using a CSV file.

You will be able to save a customer on the system if you provide the following information:

• An account number
• A name for the account

It is recommended that you enter as much information as possible on the customer's account, but the above mentioned is the required minimum.

Creating customers individually

Watch this video to see how to create a customer individually or follow the steps below ut.

In order to be able to create a customer, a user has to have the appropriate user right.

Enable the user right by doing the following:

1. Navigate to System / Users and Passwords.
2. Enter (or select) the appropriate user in the User text box.
3. Enter the appropriate password, if required in the Password text box
4. Click on the Other tab.
5. Enable the Allow Creation of Debtor Accounts user right.
6. Click the Accept button.

Navigate to the correct window

1. Navigate to Debtors / Account Maintenance.

Create the customer

1. Enter a six-character code for the account in the Account Number text box.
2. Press Enter on your keyboard.
3. Check that the following confirmation window appears: The account does not exist – do you want to create it?
4. Click the Yes button.
5. Enter the name of the account in the Name text box.

Enter the customer information

1. Fill in any other field you deem necessary at this stage.

Save the customer

1. Click the Accept button.

Creating customers in documents

Watch this video to see how to create customers while creating a document or follow the steps below it.

In order to be able to create customers in a document like a sales order, a user has to have the appropriate user right as mentioned above.

1. Enter the new account number in the Account text box.
2. Press Enter on your keyboard.
3. Click on the Create Debtor button.
4. Enter the name of the customer in the Name text box.
5. Enter the rest of the item information, if required.
6. Click the Accept button.

Bulk importing customers

Watch this video to see how to create customers in bulk or follow the steps below it.

Download the template

1. Download the Excel template at the bottom of this guide.

Create the CSV file

1. Complete the spreadsheet with the relevant account information.
2. Save the file as a spreadsheet in order to reference it later if needed.
3. Remove all headings, instructions and other tabs.
4. Save the file as a CSV file.
5. Close the file.

Navigate to the correct window

1. Navigate to System / Import Utilities / Accounts / Import Debtor Accounts.

Upload the CSV file

1. Select to overwrite existing accounts in the Overwrite Existing Debtor Accounts checkbox, if you wish.
2. Click the Open File button.
3. Select the appropriate file and click the Open button.

Check the import

1. Make sure that you are happy with all the account information before performing the import.

Import the customers

1. Click the Accept button.

Download the template here: