Customer Setup

Follow the path: Xmc>Financial Management>Accounts Receivable >Setup>Customer

Image Customer Service Setup 1

1. Click on New
2. Click on New Customer
3. Enter Customer ID
4. Enter Customer Address
5. Choose Salesperson
6. Click on Territory Locked, and select from Franchise, RBU, or Trade Territories.

 Image Customer Service Setup 2

Go to the Billing >Details Tab

1. Payment Method
2. Preferred Bank

 Image Customer Service Setup 3

Go to the Billing >Bill To tab

1. Copy the Customer Address
2. Click on Save

Image Customer Service Setup 4