STEP 1
Log onto the test database on server 41.223.33.6:8269.
with your given details.
STEP 2
Go to Sales in the top menu and you will be taken into Customers directly then click on the Create button.
STEP 3
In the Blue Highlighted field for Name type in your Client's Name.
STEP 4
Next step is to enter the Client's Code in the field just below where you fill in the Client's name in the blue field.
STEP 5
Click on the drop down in the tags field and select the customer type e.g.
ED, NPO, Cobbler, Staff, etc.
STEP 6
Click on the drop down field and select the applicable Branch.
STEP 7
Select the intake date via the calender icon.
STEP 8
Then select the Customer Status via the relevant drop down menu.
STEP 9
Type the coach name in this field.
STEP 10
In the Accounting tab below the form,
select the account that will receive the amount
from the drop down menu of the blue Account Receivable field.
Do likewise for Account Payable.
STEP 11
Click Save to save your Customer’s details.
