Create a customer record | Dimensions Help Centre

Creating a customer record is a very straight forward process. This article takes you through how to create the customer record along with completing the tabs available.

Depending on how your database is set up, there are two different ways to create a new customer record:

Create a new customer record when Automatic Customer Code Number is OFF.
Create a new customer record when Automatic Customer Code Number is ON.

If the automatic customer code number is set to ON, this means a code is automatically assigned to the customer when saving the new record.

To create a new customer record

Click Debtors then click Customers.
Click + New Record then four tabs become available:

Details	Details is the default tab you see when you first create the customer record. For further information on the Details tab and how to configure it, follow our article on the Details tab.
Terms	You can use the Terms tab to record any trading terms that've been granted to your customer. You can also create new terms templates which you can assign here. For further information on the Terms tab, follow our article on the Terms tab.
Settings	With the Settings tab, you can set transaction defaults, bank details, and currency information for your customer. For further information on the Settings tab, follow our article on the Settings tab.
Custom	The custom tab provides extra fields for any additional information that you require that the other tabs don't support. You can enter up to 20 characters in each field. For more information on the Custom tab, follow our article on the Custom Tab.

Click Save then on the VAT Registration message, click Continue.
Take great care when deciding the scheme that you use for identifying your customers.
The code is a unique identifier and meaningful codes are much easier for everyone who works with them.

Note: The Address, Turnover Analysis and Visual Analysis is only visible once you save the record.

Create a supplier record

Create a nominal account

Populate the Details tab for a customer record

Populate the Details tab for a supplier record

Populate the Terms tab for a customer record