Creating a Customer

Add a new customer and complete its details.

Note:
The following instructions explain the basic and mandatory fields to be completed. Your office may use additional fields. Make sure these are correctly completed, and if you have any doubt, contact your IT administrator.
  1. Go to the page  Quick Register Customer.
  2. In the Category field, select Customer.
  3. In Template Customer No select the template that corresponds to the type of customer you want to create. This automatically completes some standard fields such as your Company, the customer's Default Language and Country. Check that the details are correct, or update them.
  4. Enter the name of the customer in the field New Customer Name.
  5. Complete the other fields if needed, then click Next.
    You switch to the Document Address form.
  6. By default, the address displayed is copied from the template. Click the Edit button to enter the correct Document Address of the new customer. This address will appear on all documents generated from IFS for the customer.
    Note:
    Address 1 and Address 2 fields are limited to 30 characters maximum. Make sure to respect this limit or it will block the customer creation.

  7. Complete the following fields:
    • Tax Liability: select TAX if you must apply a tax or EXEMPT if your customer is exempted from taxes.
    • Delivery Type: if tax liability is set to EXEMPT, select the value *.
    • Tax Free Tax Code: this configuration is only used for exempted customers (Export, Exempted, etc.)
  8. Complete the other fields if needed, then click Next.
    You switch to the Delivery Address form.
  9. Activate the toggle Same As Document if the delivery address is the same as the document address.

  10. Click Next to switch to the Miscellaneous Information form.
  11. The following fields are automatically populated, check that the details are correct: Cust Stat Grp, Currency, Salesperson, Payment Terms, Market, Customer Group.
  12. Complete the following mandatory fields: Ship-via and Delivery Terms.
  13. Click Finish to create the customer.
    A dialog appears showing the customer identification number. Click OK if you want to preview this customer information sheet.