Setting up and adding new Clients in SapphireOne is the first step in managing your Accounts Receivables. This process ensures that all Client information is accurately recorded, enabling seamless transactions and effective communication.
The steps outlined below represent the minimum data required for initial entry. Once the new Client has been created, an assigned employee should be responsible for entering any remaining details as necessary.
- Navigation – Go to Accounts > Receivables > Inquiry and the select the Clients item. Sapphire one will display the Clients list screen with a list of all Clients that are currently in the data file
- New Client – Click the blue + button on the main toolbar to create a new Client. The New Clientss screen will now be displayed ready for data entry.
- Details Page – In the Client area, complete the necessary fields such as Client ID, Client Name, Contact Information, and any other relevant details. The Grouping, Address, and Contacts areas should be filled out as required.
- Terms page – On this page, pay close attention to the Payment Terms and Credit Control areas. Enter the relevant details as required.
- Saving – Save the new Client’s master record by clicking the green tick button on the main toolbar.
There are currently nearly 20 pages of data for each Client. Once a new Client has been created, a designated employee should review the Client record to ensure its accuracy and completeness.
All Client details may be modified at any time, except for the Client ID, which is permanent and cannot be changed.
Throughout these SapphireOne web pages, Vendor records are referred to as the Vendor’s Master Record.
For more detailed information, refer to the Accounts > Receivables > Clients article.