Company details (customer account)

Find this screen

Open: Sales Ledger > Sales Accounts > New Customer

Open: Sales Ledger > Sales Accounts > Amend Customer

  • Use the Company tab to enter the customer's company address and contact details.

Address and contact details

  • Enter the customer's address details.

    When you amend an account, you can select the Show on map link to check the address in Google Maps.

    Note: Addresses always include the City, County and Country fields in the Web Portal, even if Use segmented addresses is not enabled in the Sage 200 desktop.

  • Enter the company contact details, such as telephone and website.

    To add contact details for people at the company, use the Contacts tab.

See also

Create, amend, and view customer accounts

Contacts (customer account)

Customer defaults and settings