Chapter 4

Setting Up Customers and Vendors


To set up customers and vendors, you provide details about each customer and vendor. You also should establish preferences for a variety of customer- and vendor-related information, such as payment terms and methods, customer and vendor types, price levels, and shipping methods.

Set Preferences

Create Profile Information

Create Sales Rep Records

Create Customer Types and Subtypes

Create Job Types

Create Payment Terms

Create Payment Methods

Create Customer Messages

Create a New Price Level

Create Shipping Methods

Create a New Customer Record

Create Vendor Types

Create a New Vendor Record

Set Preferences ...

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