This STEP is OPTIONAL - You may proceed to the next step if you are not using the Sales Order feature or do not wish to do this at this time. If you are an eCommerce business you should create at least one customer for each selling channel. ie. "Amazon", "eBay", etc.
If you are using Sales Orders, Create and add Customers – Home>New Customer
Customers are used on the Sales orders as the entity that you are selling your inventory items to. Your Customers may have Price Lists assigned to them and you can create custom fields to additionally track and collect information on your clients.
You can import your customers using the Home>Import & Exports>Import to batch create & update customers button. Follow the Copy/paste from Excel instructions. Valid import column titles are listed below the copy/paste window. If you create custom fields for your customers, they will be listed there as well, and are available to import values.
Add custom fields to your Customers – Application Settings>Selling tab
- If you are using Quickbooks Integration – Export Customer List from QB then Import them into Finale Inventory – Use separate fields for Address, City, State, Zip Code
Add custom fields to your Sales Orders – Application Settings>Selling tab
IF you want to add or rearrange fields on your Sales Order screen, customize your Sales Order screen. Click on the Action menu from the Sales Order and choose the Customize this screen option. OR from Home>Application Settings>Screens>Sales: Sales Order link on the left side of the page.