User guide

29
Getting Started
Accounts customers
Once you have your inventory in place and correct, it’s time to enter customers. Before you start creating your
Customer list, gather the information that you need to enter: names, addresses, postal addresses, phone, fax and
mobile phone numbers and perhaps an alternate phone number. If you deliver goods to customers, an alternate
phone number means that you can contact them easily to con rm delivery times.
Remember you may not need all of this information, or you may need more. You must decide what information is
essential for your business, and what would be very useful to have for marketing purposes as well as sales.
When you have gathered all the information you are ready to start your list.
The Layby and Reversal customers are automatically created for POS.
Do not delete or edit these customer accounts.
Adding a customer
When you follow the in-product Help procedures in Accounts to create a new customer, you’ll see the New
Customer window. This contains a number of tabs. The Additional Info tab contains a number of custom  elds that
are important for you to know about.
ID
The ID is a form of identi cation in POS to quickly bring up the customer’s details for purchases or payments, or
search for the customer.