The Create New Customer screen, allows you to enter a new Customer into the database. Assets can then be checked-out to that customer.
1.To access this screen, from the Main screen click New > Customer. The New Customer screen appears.
Create New Customer can also be accessed from the Customer List by clicking the New Record button on the toolbar. For more information on using the List screens, see the Working with Lists topic.
In addition, the New Customer screen can also be opened automatically from the Check-Out screen if an unknown Customer is entered.
Below is an example of the New Customer screen.
2.Complete the information on the screen. Only the Customer No. and Address Type fields are required.
Select an Address Type from the drop down list, then provide any of the associated information you have for this Customer: Address 1, Address 2, Mail Stop, City, State, Postal Code and Country. Address information can be entered for each Address Type you select.
3.The Additional Information tab provides optional fields where other information about the Customer can be recorded: Phone, Extension, Fax, Cell No., Home No., Email and Notes.
Notes is a text field available to record any additional information you might have about this Customer. See the Notes topic.
For information about the Custom Texts and Custom Numbers and Dates tabs, see Using Custom Fields.
3.
When the Close New Form option is turned off: Click Save to commit your entry or click Close to exit the form.
When the Close New Form option is turned on: Click OK to commit your entry and exit the form or Cancel to exit the form without saving your entry.