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How to Add
a Customer:
1)
Select Sales/Receivables,
then select the Customers
button. The Customers window appears.
2)
Select the New Customer
button. This ensures the
fields in the Customer window are cleared and ready to accept the new
customer information.
3)
Enter a Customer ID
for the new customer.
4)
Enter a Customer Name
for the new customer.
5)
Enter all other available/desired information (Address, Zip,
City, State, Email, Fax etc.)
6)
Select the SAVE
button to save the new customer information.
To abort adding the new customer
information, select the Exit
button to discard any changes made to the customer,
and close the Customers window.
7)
To clear the customer fields with out saving selecting the New
Customer button. This
displays the Changes Not Saved dialog box.
Select No to clear
the fields with out saving. Select
Yes to save the entered data.
Note:
A Customer ID and Customer Name are required to add a customer.
The Customer ID must be unique and up to ten characters long.
A customer ID can be both alphanumeric.
Note: The
following fields are user-defined drop down menus: Type, Terms, Sales
Rep, Territory, Price Level, and Tax Rate.
You can use the arrow to choose from the list.
Or, you can type the first letter or two and the matching menu
item will automatically appear.
Note:
If you have more than one contact for a customer, you can list
the additional contacts by clicking on the CONTACTS tab at the bottom
of the screen. Then
select ADD and you can add the name of the additional contacts, the
customer information will already be filled in for you.
(see section 2.3.2.5)
Note:
To input a shipping address different from the customer
address, select the SHIP TO ADDRESS tab at the bottom of the screen
then select ADD. (see section 2.3.2.6)
How to Delete a Customer:
1)
Select Sales/Receivables
then select the Customers
button. The Customers window appears.
2)
Find and select the customer to edit. (see Search for a
Customer) The customer
information populates the Customers window.
3)
Make the edits to the customer information.
4)
Select the SAVE
button to save the new customer information.
To abort the changes to the customer information, select the Exit
button to discard any changes made to the contact,
and close the Customers window.
5)
To clear the customer fields with out saving selecting the New
Customer button. This
displays the Changes Not Saved dialog box.
Select No to clear
the fields with out saving. Select
Yes to save the entered data.
Special
Note: You cannot delete a customer with orders, quotes or invoices in
the history.
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