Creating a Customer

Sales > Miscellaneous > Customers

or

Accounting > Accounts Receivable > Customers

or

Parts > Miscellaneous > Customers

Within the Customers Screen:

1. Select [New] from the Action Ribbon to open the Add New Customer window.

2. Type in the name as “Last Name, First Name” and then press the [Tab] or [Enter] key on the keyboard.

-or- Type in the name as “Last Name, First Name” and then click the magnifying glass to search.

3. Because there should not be a preexisting record, click on the “X” to escape the Customer Search grid.

∟ The Customer Search grid prevents users from creating duplicate Customer records.

4. Select the [Create] button.

5. Input the Customer Number, if applicable.

∟ Select the [Create] button in the New Customer window.

6. Input any additional customer information as needed.

7. Select the [Save] button in the Action Ribbon.

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