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

• Enter the Customer Account Name

• 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