In Acumatica ERP a Customer record can be created in the following steps.
Step 1: In main menu select Sales order module.
Then under Profiles category select Customers (AR303000) form and open it. After opening the form on the form toolbar click Add New Record button.
![](https://www.germinit.com/wp-content/uploads/2022/12/Picture1-8-1024x492.png)
![](https://www.germinit.com/wp-content/uploads/2022/12/Picture2-6-1024x389.png)
![](https://www.germinit.com/wp-content/uploads/2022/12/Picture3-5-1024x434.png)
Step 2: In summary area specify the Customer ID and select appropriate Customer classes; which will populate various elements automatically that have already been defined in the selected customer class.
![](https://www.germinit.com/wp-content/uploads/2022/12/Picture4-4-1024x530.png)
Step 3: In General tab, specify the customer’s name which can be the Trade name and specify Address, Phone number, Primary contact as needed.
![](https://www.germinit.com/wp-content/uploads/2022/12/Picture5-4-1024x431.png)
Step 4: In Financial tab, the settings are auto-populated via the selected customer class.
![](https://www.germinit.com/wp-content/uploads/2022/12/Picture6-3-1024x406.png)
Step 5: In Billing Tab specify Bill-To address and contact information, select preferred Print and & Email Settings section, Payment method is default from customer class.
![](https://www.germinit.com/wp-content/uploads/2022/12/Picture7-2-1024x428.png)
Step 6: In Shipping tab specify Ship-to address, which may vary from Billing address.
![](https://www.germinit.com/wp-content/uploads/2022/12/Picture8-2-1024x428.png)
Step 7: In Location tab specify customer location.
![](https://www.germinit.com/wp-content/uploads/2022/12/Picture9-1-1024x403.png)
Step 8: In Payment Methods tab select any one of the payments as the default payment method. Then on the form toolbar click on Save.
![](https://www.germinit.com/wp-content/uploads/2022/12/Picture10-1-1024x526.png)
Hence, in this way customer record can be created in Acumatica.
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