Adding a Customer Account

The following steps show you how to add new customer accounts to your system.  This procedure assumes you have already set up your A/R constants in Options Configuration.

When you create a new account, you can also add authorized to charge names for the account.

This task is performed from the Eagle Browser.

Use the Tab key on your keyboard to move from box to box within a window.

1

Adding a customer account

1. From the Eagle Browser, click Accounts Receivable Menu, then click Customer Maintenance.

2. Type the customer number and press Tab.

3. Press Tab until you reach the Sort Name box. Type the customer name the way you want the account to be sorted and press Tab.

If you want the name to be sorted by the customer's last name, type DOE, JOHN. If you want the name to be sorted by the customer's first name, type JOHN DOE.

4. Press Tab until you reach the Name box. Type the customer name, first name then last name.

2

Adding information to a customer account

1. From the Main tab, type the customer address information.

Other information you may add on the Main tab includes:

• Credit limit

• Discounts

• Tax codes

• Balance method

• Default P.O. number

• Finance charge

2. Click Add to save your changes.

3

Creating an authorized to charge list

1. Set option 3509 “Allow access to customer contact fields in Customer Maintenance” to Yes.

2. Click the Name tab.

3. Click Add (the underlined link along the bottom of the window) to display the Add dialog.

4. At Name, type the name of the person authorized to charge for this account.

5. In the Show in POS field, enter Y.

6. Enter the appropriate information in the other fields. If you loaded image files, then at Image File, select the file that corresponds to this name. If a picture is not available, you can load it later.

7. Click OK. The name (and picture, if available) is added to the list of names on the Names tab.

8. Repeat the process to add more names. When you are done, click Cancel to close the dialog.