Overview
You can create customer accounts directly in Delta, allowing you to manage wholesale transactions and generate reports. This guide shows you how to set up a new account.
Create a customer account
To set up a customer account, follow these steps:
Go to Maintain accounts.
Enter the new account code.
Click Yes when prompted to create the account.
Complete all mandatory fields (shown in yellow).
Click Apply.
The system checks if the account code already exists. If it doesn't, you'll see a message asking if you want to create a new account.