Sales and Purchase Ledgers - Flipbook - Page 19
STEP
PROCESS
STEP 1
Sales Ledger Menu
Add/modify accounts
The default values displayed can be found on the System Maintenance menu, Account
defaults.
A new customer record can be copied from an existing record, using the copy radio
button or created from a blank record using the default values.
To set up a new account click the Create button.
STEP 2
The system will prompt to search CRM for a customer or company record.
Select Company or Customer as appropriate.
Add/Modify Accounts - Create
01.01.001.01 – pwise – 01/06/06
Page 19 of 342
