Detailed Customer Account Setup Tasks

This setup task list is designed to get your Customer Accounts set up with as much detail as you could ever want. Simply follow these links, do what they say, and you will have detailed and functional customer accounts in no time. 

1. Add a Customer
2. Add Ship to and Bill to Addresses to a Customer
3. Add and Assign Customer Categories
4. Assign a Price Tier to a Customer
5. Apply a Payment Term to a Customer
6. Set a Customers Credit Limit
7. Enable Sales Taxes
8. Create a Sales Tax Profile
9. Assign Tax Profiles to Customers

Additional:

1. Set Invoice and Statement Delivery Methods for a Customer
2. Set up Weekly or Monthly Billing
3. Add Credit Card Information to a Customer Profile
4. Assign an EDI Invoice Export Template to a Customer
5. Set Up Customer for Use with Daily Order Log
6. Assign a Warehouse to a Customer
7. Assign a Salesperson to a Customer
8. Add an Alert Message to a Customer
9. Set Customer as a Master Account
10. Set Customer as Subsidiary Account