Customer setup
Customers are master data for the order to cash process. Default data for sales header such as delivery address, payment info, and more are pulled from the customer master data. Customer records are also used to send invoices, calculate prices, establish credit limits, and more.
New customers can be created in Accounts Receivable > Customers > All Customers and then selecting New.
Customer groups must be set up to create new customers in the system. These groups are used to categorize and manage customers. Examples of groups include:
Wholesale customers
Retail
Intercompany
Customers assigned these groups share traits in common, such as:
Payment Terms
Industry
Geographic Location
Pricing structure
Relevant details above are automatically applied to a customer when a group is selected, making creating a sales order easier and faster.
Customer groups can be set up by navigating to Accounts receivable > Setup > Customer groups.
