How to create a Client Account in SFM
To create a Client account on SFM:
- Go to Current Year > Sales > Client Maintenance.
- Once the Client Maintenance window is open, press on the plus (+) sign on the top left of the screen.
- This will take you to the Client Details tab. In the Details sub-tab, input the necessary details of the client account that you wish to create. There are four obligatory fields you must fill in before you can create a client account: Code, Name, Currency and Group. The remaining fields are optional.
- When filling the Currency and Group fields, you can click on the drop-down menu arrow to see all of the available options. Alternatively, when clicking on one of the fields, you can press the keyboard shortcut "?" to open the same list.
- You can also add secondary details you may deem relevant for the client by clicking on the Secondary Details sub-tab. These details are also optional when creating the client's account.
- Once you have filled all of the required client's details, press Post in the lower right of any of the Details or Secondary Details sub-tabs to create the client's account.
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