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:

1. Click on the Lookups -> Customers -> New button Or

Click on the Lookups -> Customers -> button.

2. The New Customer screen will appear.

Customer Details

3. Enter the Customer Number (mandatory).
4. Enter the Customer Name.
5. Enter the Company Name.
6. Enter the Department.
7. Business Details - Click on the icon to add the details

• Enter the Business Phone Number, Business Email, Business Fax and/or Website details.

8. Contact - - Click on the icon to add the details

• Enter the Contact Phone, Contact Extension, Contact Cell, Contact Fax and/or Contact Email

9. 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.

10. Attachment tab - Click on the Attachment tab.
11. Click on the Attach Files button. The Attach Files screen will appear.
12. Click on the Select Files button.
13. 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.

7. Click on the Edit button to edit the details. To delete the attachment, click on the delete button.

12. 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.

Refer Customer Lookup under Lookups for more details.