Setup Customer/Vendor Accounts

Salesforce’s out-of-the-box Account table allows you to efficiently manage your Customers and Vendors.

Set Up Customer/Vendor Accounts

Open the App Launcher and search for Accounts.

A demo account named United Natural, Inc. is automatically created during the post-installation process. This account includes frequently used GoldFinch fields and can be used for testing Sales Orders or Purchase Orders in your UAT (User Acceptance Testing) environment.

Import Accounts

If you have a large number of accounts to create, use the Import Accounts to upload your existing account information in bulk.

Import Shipping Addresses

Each customer account can have multiple shipping addresses. You can either manually enter these addresses or use the Salesforce Import Wizard to import a list of alternate shipping addresses.

Import Customer or Vendor Contacts

For customers or vendors with multiple contacts, you can use the Salesforce Import Wizard to import a contact list for each account.

Required Fields for Transactions

These four fields are essential for transactions such as Sales Orders, Purchase Orders, Sales Invoices, and Purchase Invoices. If left blank, the system will use the default values from Company Setup:

• Currency Code
• Payment Term
• Warehouse
• Tax Area

More Information

Customer No. and Vendor No. Assignment

What is the Best Way to Make a Vendor Inactive So There is No Future Activity?

Article Setup-Customer-Vendor-Accounts  ·  Last updated October 02, 2025 · GoldFinch ERP Help Center