Creating A Customer

The New Customer page provides a simple and intuitive method for creating new Customers. While the page allows you to enter Customer billing, shipping, pricing, and ledger information, the only required information for adding a new Customer is the Customer name and code. This allows you to create new Customers quickly while permitting you to enter more detailed information at a later time, if needed.

Creating a new Customer

1. Select the Customers tab and click New Customer. The New Customer page will open.
2. Type the Customer name and code in the appropriate fields. At this point, the required information for the Customer has been added. You may click Add ( ) to add the Customer to the database or continue entering more Customer information.
3. Scroll down to the Bill Info section and type the appropriate contact information (contact name, address, phone, fax, and email) in the appropriate fields of the Bill Info section of the page. This information will appear in the Bill To fields by default for each Job created for the Customer (this may be overridden on a Job-by-Job basis, if necessary).

1. Scroll down to the Shipping Info section and type the shipping address information in the appropriate fields. This information will appear in the Ship To fields by default for each job created for the Customer (this may be overridden on a Job-by-Job basis if necessary).

Tip: The Customer's billing address information can be copied to the shipping information fields by clicking Copy from Billing Info ( ).

1. Scroll down to the Financial Info section and enter the price structure, terms, tax structure, and credit card information in the appropriate fields. This information will appear in the same fields by default for each job created for the Customer (this may be overridden on a Job-by-Job basis if necessary).

1. Scroll down to the Ledger section and type the general ledger codes for the Customer in the appropriate fields. General ledger codes can be used for viewing and reporting information based on the invoices that have been created for the Customer.

1. Click Add ( ). This will save the new Customer to the database and make the Customer information available for use throughout the rest of the system.

At this point, a Customer has been created within the database. The Customer's information can be edited or printed directly from the Customer Entry & Edit page, or it can be reviewed and reported through one of Job Manager's Customer viewers and reports.

Related Topics

"Printing Customer Information" on page 215

"Generating A Customer List" on page 215

"Viewing Customer Jobs" on page 218