Marketing

The next section is for Marketing, and you would select the Customer Type, Salesperson, Cost Center, Home Cost Center, and Business Sector from the drop down menus.

Finally, in the Credit Limit & Terms section, fill in any Payment Notes, the customer’s Credit Limit, if there is an Account Hold (click the box), Credit Terms (select from the drop down menu), and Pricing Type (select from the drop down menu). All of the drop down menus above are set up by the administrator in Required Setup: Financial Setup Management and Basic Setup.