# How to Create a New Customer in SYSPRO > Source: https://netray.co/erp-help/how-to-create-a-new-customer-in-syspro > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: ERP Help ## Short answer Create a customer in SYSPRO from the Accounts Receivable module using Customer Maintenance: enter a unique customer code, name and address, then complete the terms, tax, currency, salesperson, branch and pricing fields before saving. Most order entry errors on new customers trace back to missing terms, tax status or price code, so set them at creation. ## Kind how-to ## System syspro ## Erp SYSPRO ## Module Accounts Receivable / Customer Maintenance ## Query how to create a new customer in syspro ## Alternate Queries - syspro customer maintenance - add customer syspro accounts receivable - syspro new customer setup terms tax - syspro create customer ar ## Applies To SYSPRO 7 and SYSPRO 8; field availability depends on installed modules and setup options ## Steps ### Create the customer **Items:** - Open the Accounts Receivable module and choose Customer Maintenance (menu labels vary slightly by version). - Enter a new customer code, following your site's coding convention, and choose to add a new record. - Fill in the name, address, contact and communication details, including the email used for invoices and statements. - Set the customer class and terms code so aging, finance charges and due dates calculate correctly. - Set the tax status or tax code and, if applicable, tax registration numbers such as VAT or GST ID. - Set the currency, salesperson, branch or area, price code and credit limit, plus any ship-to addresses needed for sales orders. - Save, then reopen the record to confirm the fields stuck, and create a test quotation or sales order to confirm nothing blocks order entry. ## Sections ### Fields that matter **Body:** Customer code is the key, and it cannot be freely renamed once transactions exist, so agree the format before the first customer is created. Many sites use a prefix by region or an alphabetic abbreviation plus a number. Terms and tax decide how invoices behave. Terms drive due dates and discount calculations, while the tax status decides whether the customer is charged tax or treated as exempt or export. Wrong tax setup surfaces later as posting differences, so confirm with finance. Currency is a trap: a customer in a foreign currency changes how invoices, receipts and revaluation work. Set it once and avoid switching after transactions are posted. ### Ship-to, pricing and credit **Body:** If the customer receives goods at multiple sites, set up the ship-to addresses so sales order entry can select them. Delivery details held on the customer feed through to documents. The price code and any contract pricing decide what price order entry proposes. A missing price code often leads to a zero or list price on the first order. Credit limits and credit hold settings determine whether orders are blocked, so decide who owns them. ### Bulk or automated creation **Body:** If you are loading many customers from a legacy system, use the SYSPRO import tools or the e.net business object for customer maintenance instead of typing records. Validate a handful first. The business object enforces the same rules as the screen, which is the right way to avoid bad data. Many sites add a approval step: a requester raises the request, finance checks credit and tax details, and an administrator creates the record. Keep the audit trail in a ticket or form. ## Pitfalls - Creating duplicates because nobody searched by name, email or tax number first. - Leaving terms or tax code blank and finding it during first invoicing. - Choosing the wrong currency and being unable to change it after postings. - Giving order entry clerks the right to change credit limits. - Bulk loading with no test batch. ## Ai Angle An ERPray assistant on the SYSPRO database can check for likely duplicate customers (same name, email or tax number) before a record is created, and flag new customers missing terms, tax code or price code. It is read-only by default, and any write-back such as creating the customer would need human approval. For a handful of customers a month, the standard screen is enough. ## Faq ### Where do I add a customer in SYSPRO? **Answer:** In the Accounts Receivable module, use Customer Maintenance. The menu label can differ by version, so search the program list for customer maintenance if you cannot find it. Your operator needs permission to that program, otherwise ask your administrator. ### Can I change a SYSPRO customer code later? **Answer:** Generally not simply. Once a customer has transactions, the code is referenced across modules. Treat it as permanent, and create the correct code up front. If you must change it, ask your SYSPRO partner about supported options. ### Why can't I enter a sales order for my new customer? **Answer:** Typical causes are credit hold, missing terms, a missing tax code or an invalid price code. Open the customer record and check each of these, and check whether the customer is flagged as on hold or inactive. ### Can customers be imported into SYSPRO in bulk? **Answer:** Yes, through the import utilities or the customer maintenance business object, which applies the same validation as the screen. Test with a small batch, check the results in Customer Maintenance and then load the remainder. ## Search terms create customer in syspro, syspro customer maintenance, syspro add new customer, syspro accounts receivable setup, syspro customer terms code, syspro customer tax code, syspro customer import, syspro ship to address --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json