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Step 1 : Enter the company name and postcode
The company name and (optionally) postcode must be entered.
Step 2 : Select an existing match or continue
A list of matching suppliers is shown (if any matches are found). It is possible that this account already exists and if so the account should be selected in which case the account will be shown in 'Supplier Maintain'. If an existing account is not found then you can continue.
Step 3 : Enter some basic customer information
The basic information required to create an account is filled in here. Please fill in as much information as you can. When the information has been collected the account will be created after which the 'Supplier Maintain' screen is shown into which further details can be entered.
Step 4 : Allocate a default local depot and advise credit checking
Select a local depot and advise credit action. Small accounts where less than £1000 business per year is expected will usually need a direct debit to be setup. Larger account will require a credit check. If you don't know what to do here just select this as a 'new account - not specified'.