The customer record has essential information that directly affects accounts receivable transactions. In the following section, we will cover the basic information that should be considered when creating a new customer record.
In order to create a new customer record, you should navigate to Accounts receivable | Customers | All customers.
On the customer list page, press Alt + N to create a new customer record. As shown in the following screenshot, the mandatory fields are Customer account, Name, Customer group, and Country/region. You can either save the entered information and complete it afterwards or go to the transaction form, whether Sales quotation, Project quotation, and/or Sales order ...
