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 22) Adding Customers

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

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

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