Creating New Customers

Creating New Customers

2.2.1 Creating Business Partner

Business Partner can be either your Customer, Supplier or Both. In any case, you are only required to create only one Business

Partner Code.

2.2.1.1 Creating New Customers


Location

Action

Remark

Setup> Customer/Vendor> Business Partner module

Click SETUP activity

Click CUSTOMER/VENDOR

Click BUSINESS PARTNER module

Click NEW



BP CODE enter  ECPL01                           Enter a unique code. You may enter any alpha numeric code, as long as it is not a duplicate.


NAME enter

     EveryDay Customer Pte Ltd

Name of the customer


UEN (IAF) enter  197001234A

COUNTRY select  Singapore


   ADDRESS CODE enter

a.  1
b.  2
c.  3

ADDRESS NAME 

    enter
a.  Office
b.  Retail
c.  Warehouse

Enter a unique code and give a short descriptive name for this customer address.

In this example, we create 3 addresses.

Note that you can enter unlimited number of address for the same customer.


    ADDRESS LINE 1  

        enter
a. 1Everyday Road
b.  2 Sim Lim Road
c.  Warehouse Road


ADDRESS LINE 2 

     enter
a.  Everyday Building 
b. Sim Lim Building
c.  Warehouse Logistic

Enter the details of your customer.


ADDRESS LINE 3 

    enter 
a.Singapore 654654
b. Singapore 987987
c. Singapore 987987


ATTN enter

a. Mr H K Lee
b. Mr A L Hong
c. Mr K L Tan


 CONTACT 

        enter 
a.  6543-9870
b. 9878-6545
c. 6546-5456


FAX enter

a.  6546-4654
b.  6545-8798
c.  6545-9878


EMAIL

WEBSITE


CUSTOMER SECTION:

GROUP select  CUSTOMER

This defines if this business partner is a customer. If the Group is left not selected, this will not be a customer.

Note that you can setup for more than one customer grouping, this will be discussed in advance training.


TERM select  30 Days                                 This is the payment term that you have agreed with your customer


CURRENCY select  SGD

This is the common currency that you trade with this customer.

Note that during invoicing, you are still able to

change the invoice currency without affecting the default setup.


REMARK                                                  This is for your internal comment about this customer.


TAX select  SR7

Select the appropriate applicable IRAS tax code for this customer


PRICE INCLUSIVE OF GST                        Unless you are absorbing GST for                                                                                                                    this particular customer.

   Un-tick                                                     you should not tick on it.


REF. (Reference)

If your customer practice issuing you vendor code for their easy reference, you may like to enter it here.

Note that the vendor code is not displayed in

standard invoice layout.


Address select  1                                      The default address that the system pick when you are issuing your document.

Note that you can still change your selection while issuing the document.






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