Copy - Customer

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You had earlier learnt how to add new customer account in the customer master.

If your existing customer set up a new company with all other information (address, contact person) remains the same, and this new company will also be your customer.
Use the [Copy] function to create a new customer account

At [Setup] , click [Customer Master]



For illustration purpose, assuming customer ABC has a newly setup a company (ABC Transport Services) and is also your customer.

Follow the steps from [1] to [7]


A new customer account is added as shown below, copied from the existing account



As at 12/05/2020


Related Topics

See [Copy] Supplier master, Chart of accounts , GL Journal







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