Creating A New Customer (Basic)

To create a new customer in HARMONiQ, open the Customer List by pressing CTRL+SHIFT+S and typing 'customers'.

Select Add-F2 to create a new customer.

HARMONiQ will then display the Customer screen.

You can also create a new customer by selecting an existing customer that is similar to your new one, by selecting Copy on the command menu. You'll be prompted to assign a new customer code and name and then change the appropriate properties.

When setting up a new customer, work through each of the smart parts on the left-hand side of the screen. For each smart part, decide whether you need to enter details in the fields that appear on the right. Not all fields will be relevant - some can be left blank.

Some of the fields will already have values entered by default. These default values are set either in the Configurator or in your company settings.

Enter a customer Code, or press + to auto-generate the next code in the sequence. As an example, enter the customer code as 'TEST1'

Enter the Name of the customer. As an example, enter the name as 'Test Customer 1'

Enter the Trading Name. This will default to the customer name, but you can change it if required.

When you move your cursor to the Address field, the address section will expand. Enter the customers address.

Press Enter after entering the last line of the address to return to the main Customer screen.

Enter the customer's Phone number and any other contact details you want to include.

Select a Workflow Status. The options available will be customised for your company, but you should choose something like Pending Credit Approval, as shown below.

Select the customer's Default Currency.

You have now entered the header details for the new customer. These fields will remain visible as you continue selecting the smart parts on the left.

Note: HARMONiQ will not allow you to save the customer until you have selected a Posting Map.

After entering the header details, you'll need to work through the fields under the Basic Setup smart part. The Customer screen will default to this smart part when you first create or edit a customer.

Select the Default Tax Rate that applies to this customer.

Choose a Posting Map. This is the list of accounts where HARMONiQ will automatically post values when transactions are processed.

A default sales posting map may already be set in your company settings. If you select a posting map at the customer level, it will override the company default.

If the posting map you've selected doesn't have a Net Sales Account, select one for the customer manually. Even is the posting map does include one, setting a Net Sales Account at the customer level will override it.

Enter any other required fields, such as the customer's Sales Rep, Category, and Region.

If your company has multiple branches, select the customer's Home Branch.

Set the Billing Account Type to Standard. This means it's a regular customer account where all transactions flow through directly (i.e. it's not a head office/branch setup)

There are other field available under the Basic Setup smart part, but the ones listed above are the key ones required for every new customer.

There are further sections/smart parts you can complete when setting up a customer, click here to learn more - Options

Select Save-F9 at the bottom of the screen, then press Esc to close the new blank Customer screen.

Your new customer should now appear in the Customer List. Where it appears will depend on how many other customers are already set up and how the list is sorted.

You can use the filters to search by customer Name or Code to find it quickly.