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6 Cards in this Set
- Front
- Back
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How to create new customer account?
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Choose customer center -> customer list -> new
- p. 53 |
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What is the limit for each name list
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10,000
Once the limit is reached, the extra space cannot be reserved by deleting. |
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How to organize the customer names efficiently?
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Consistant naming is the key to avoid from creating mutliple accounts for the same customer
Consistant with starting the capital letters, removing spaces and punctuations or not |
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What fields you need to fill in for each customer account?
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1. Address information
2. Additional information 3. Payment information - p.55 |
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What is in the additional information for setting up new customer account?
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Type - to catergoize the customer
Terms of payment - number of days for outstanding Rep - who serve the customer Preferred send method to customers - Sales tax information - Price level - in QB pro, it can only allow to increase or decrease the price by fixed rate and that will apply to all products |
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What is in the payment information for setting up new customer account?
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Accouint no. - that is the unique customer ID number
Credit limit - allowed for customer Preferred payment method - Credit card information - |
