From the course: MYOB AccountRight Essential Training

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Adding customer cards

Adding customer cards

In this video, we're going to create a card for one of Carol's customers, Stevenson and Co. Let's go to the card file Command Center and click onto card lists. At the bottom of the screen, there is a new button. Click to create a new card. This customer card has several different tabs across the top. We have a Profile, Card Details, Selling Details, Payment Details, Contact log, jobs, and history. We can now enter the profile information, selling details, and payment details for Stevenson & Co. Lets start by typing the card name Stevenson & Co. Tab to populate the rest of the fields, please note that our destination is company it could also be individual. Our card ID is going to be cus for customer 001, because its Carol's first customer. Let's tab down to the address. And in this particular field let's type in 1 Railway Road. Tab down to the city and type in Camberwell, Victoria, 3124. Tab past to the country because we're only dealing with Australia at this point in time. Over to…

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