Adding a Client Account to SFM

How to create a Client Account in SFM

To create a Client account on SFM:

  1. Go to Current Year > Sales > Client Maintenance.

  2. Once the Client Maintenance window is open, press on the plus (+) sign on the top left of the screen.

  3. 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.

  4. 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.

  5. 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.

  6. 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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