Customers Accounts Screen

Step 1

Navigate to the Customers Accounts screen

In the main menu, under the Sales section, click on Customers Accounts menu item.

The following screen will be displayed.

If you already have customers set up in KNAPS, they will be displayed on this screen.

To edit customer details, click on the green pen button.

Step 2

To manually create new customers, click on the Create button.

You will then be taken to the Customer Details screen.

Step 3

Enter the customer’s name in the Customer Name field.

Enter any other applicable information on the screen, then click Save on the bottom right of the screen.

The Customer Details screen will then be displayed.

Step 4

If you wish to do so, you may add more information in the Default Contact (Customer) section by clicking the Edit Contact button.

Notice the ACTIVE label on the top left corner of the Customer Details screen. This indicates that the customer is currently active in the system.

To deactivate the customer in the system, click the Deactivate button on the bottom of the screen.

Notice the customer label will change to INACTIVE .

Step 5

To edit customer details, simply click the Edit Contact button in the Contact Details section.

Then proceed to edit contact details as required.

Step 6

To adjust a customer’s credit limit, click the Adjust Credit Limit button.

The following pup-up window will appear:

Proceed to adjust the credit limit as required, then click the Adjust Level button to confirm.