Customer Basic Procedures

Adding a Department

For customers whose departments can place independent orders, you can create a separate account for each department. Sales and credits can be posted to the individual accounts in order entry, separate sales history can be accumulated, and departmentalized usage reports can be created. However, all A/R transactions are posted to the master account.

Before creating a department account, you must first create a master account. For details on creating a master account, see Adding a Customer .

1. Double-click . The Customer window opens, displaying the information for the last customer selected.

2. Select the customer for which to create a department. If you need instructions, see Selecting a Customer.

3. After you select the customer, click the Dept box in the Master tab. Enter a name or number that identifies the customer's department. You can enter up to four alphanumeric characters.

4. Tab to or click in the Dept Name box. In the Dept Name box, enter a description of the customer's department. Enter any text that helps you identify the department in that order entry. This text displays in order entry so you can easily choose the correct department. You can enter up to 30 alphanumeric characters in this box.

5. Press the Tab key or click in any of the boxes and make any necessary changes for the department. You can enter different information for the department in any of the boxes (except the account number).

6. When you finish adding a department, click to save changes.

See also:

Customer Window Definitions

About Departments