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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Realtimme Training Portal

http://realtimme.cloudapp.net/basic/index.html?Copy_Customer.htm