Setup Customers

To setup new customers you click on Setup: Sales: Customers: Create new Customer:

Enter the customer id. You can use area code and then the phone number of just phone number. We have utilities that can later merge two accounts to one, or change the customer id of one account to another customer id.


If you want to import your customer list click on the red button 'Import Customer List'

Create an ASCII file in this format from say Excel. Click on 'Yes' you will then be prompted to find the file you have created and the computer will do the rest and you will be done quickly.