To add a new customer choose AR - Customers.  Clicking the blue plus sign immediately starts a new entry.

The customer settings have many fields, some are required.  

There are multiple tabs across the top that contain sections within Customer setup.

Main Tab

This contains basic information for the customer.  The fields that are more unique are defined below

Short Code: This is similar to an account code.  It groups customers and customer sites together.  This can be changed at any time and all existing history will update automatically

Price Level:  This is the default price level a customer and all customer sites are assigned.  

Company Site:  For users with more than one facility this allows the defalt facility to be set.

DUNS: This is the DUNS number assigned to the customer

DUNS+4: For customers using the DUNS+4 this is the unique location’s +4

EDI Reference: Used for certain EDI transactions.  Leave this field blank unless you are setting up EDI for a customer.  If so, Anovys will assist you with this field.

Group Tab

The groups tab allows the user to group customers by multiple different groups.  These are maintained under customer groups and any number can be added to a customer.

Accounting Tab

The accounting tab has information about the financial relationship with a customer.  This is for every customer site that is a part of this customer.