Creating a Customer Account in Epicor

1. Navigate to Customer Maintenance

• Go to Sales Management → Customer Relationship Management → Setup → Customer.
• Select Customer. This will open the Customer Maintenance screen.

2. Set Up the Customer Information

• Click Create New to start a new customer record.
• Customer ID: Enter a unique Customer ID.
• Name: Enter the customer’s full name or company name.
• Customer Address: Fill in the customer’s primary address.
• Click Get Territory to automatically assign the appropriate territory.
• Update Salesperson to yourself or the designated salesperson.
• Enter the Customer Phone Number.
• Add an Email address. Ensure to use the email for invoicing.

3. Complete the Contacts Tab

• Open the Contacts tab.
• Enter as much contact information as possible for the customer (e.g., phone, email, position).

4. Configure the Billing Tab

1. Go to the Billing tab and complete the following sections:
   • Detail:
     • Terms: Adjust the payment terms as directed by the accounting team.
     • Ship Via: Set the shipping method based on the customer’s logistic preferences.
   • Bill To:
     • If the billing address differs from the customer’s main address, enter the billing address here.