New Customer
The New
Customer screen allows you to enter a new customer into the database.
Customers, like employees, can have items checked out to them.
To add a new customer:
- Click on the Lookups
-> Customers -> New button Or
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Click on the Lookups
-> Customers ->
button.
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- The New Customer
screen will appear.
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Customer Details
- Enter the Customer Number (mandatory).
- Enter the Customer Name.
- Enter the Company Name.
- Enter the Department.
- Business Details - Click on the
icon to add the details
- Enter the Business Phone Number, Business Email,
Business Fax and/or Website details.
- Contact - - Click on the
icon
to add the details
- Enter the Contact Phone, Contact Extension,
Contact Cell, Contact Fax and/or Contact Email
- Addresses - Click on the Add Address button
to add an address.
- Select the type of address you are adding
using the Address Type
drop down menu. You
can create a new address type by clicking in the Address Type field
and entering a new name. You can edit an existing address type by
selecting an Address Type from the drop down menu, clicking in the
Address Type field, and typing in a new name.
- Enter the complete address and Click
on the Update
button.
- To add additional addresses, click the
Add Address button
again (you may have to scroll down to see the Add Address button).
- To edit, Click on the
button to edit the address details.
- To delete an address, click on the Delete
button.
- Attachment tab - Click on the Attachment tab.
- Click on the Attach
Files button. The Attach Files
screen will appear.
- Click on the Select Files
button.
- Drag and Drop - You can drag a file from
a folder in Windows Explorer and drop it into the Attach Files
window. Make sure the Select Files area is highlighted before
dropping.
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- Click
on the Edit button to edit the details. To delete the attachment,
click on the delete button.
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- Click on the Save
button. A message will appear indicating that new manufacturer is
added.
- To add more manufacturer, you can either access
Lookups -> Manufacturers
->
button or click on the Save
and add another checkbox before saving. New Manufacture screen
will appear again and you can add new manufacturer.
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Refer
Customer Lookup under Lookups for more
details.