How to: Create a new Sold To Customer

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

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