• Click on Commodity icon
• Click on New Record
• The blank Commodity screen will appear. (as per below)

• Enter the Commodity Name and Alpha Code
  • This should include the Grade and season if they need to be tracked.
  • Commodity Type will be Normal Bulk Goods.
  • The Commodity Group can be selected from the list.

If you wish to calculate Bonuses and Deductions when buying or selling this Commodity, or you wish to calculate stack averages of specification when storing this Commodity, you should enter them under the Metric Name Columns.

• Enter Department Numbers

• Enter the Alpha Code you wish to assign to this Customer

• Select a Region for this Customer.

(To add Regions to your drop down list, use the List Management utility.)

• Enter a Credit Limit and Approval Date for this Customer

• Select the Bank Details you wish to print on the Customers Invoices.

(Grain Trader allows for a Debtor Finance Bank account as well)

• Tick the Customer Type and Classification boxes

If the Customer is Registered for GST:

• Click on the GST tab
• Enter the Customers ABN number
• Tick the Registered for GST box

NOW CLICK APPLY TO SAVE THE CUSTOMER ACCOUNT

Every Customer MUST HAVE AT LEAST ONE CONTACT.

Every Customer MUST HAVE A DEFAULT STREET ADDRESS.

Every Customer MUST HAVE A DEFAULT POSTAL ADDRESS.

• Now click on the Contacts tab

(This example will have two contacts, one Street Address and one Postal Address)

• Click on Manage

• Click on Add
• Select Contact Type - Street

• Tick the Default Street Address
• Give this Contact a name in the Ref field

• You can allocate a persons name to this Contact

• Enter Address and Telephone details

• Enter any other details required

Click on APPLY

• Click on Add to create a Default Postal Contact

• Select Contact Type – Postal
• Tick the Default Postal box

• Give the Contact a name in the Ref field
• Give the Contact a persons name

• Continue entering the rest of the details

Now click SAVE