1. Select Gx Sales on the toolbar.
2. Select Customer Details from the menu.
3. Enter the Account Code .
4. Use the options tabs to select the part of the customer file you wish to
amend. These are:
· Contacts - to amend address and contact details · Balances - to amend credit terms for this customer · Accountancy - to amend accountancy options such as statement
frequency for this customer · Discounts - to amend discount and marketing analysis options · Options - to amend the quick access code, account status,
invoicing
and order preferences · Memos - to amend information recorded about this account · Bank - to amend a
customer's bank details
Clicking these links will take you to instructions on setting up the
details each tab holds about the customer. Simply over type
information or re-select options to amend the customers details.