How to: Create a new Sold To Customer
- Navigate to List -> Contacts -> Sold To
- Click on the "Add Sold To Customer" button on the top of the Sold to grid.
- Fill-in as much information as you have available.
- The "First Name" and "Last Name" fields are required.
- Navigate between the tabs (Contact, Account, Notes, etc) to make sure you have everything added.
- Click on the "Update" button to save your new Bill To Customer.