This function adds a new customer.
Press F10.
Add customer screen opens.
Fill out the fields.
Press Page Down to view the second screen of new customer creation.
Field |
Description |
Account Name |
Name of the account, usually the business |
Contact |
Primary contact for the account |
|
Email address for the business |
Email Contact |
Used to designate to whom the email belongs |
Email Function |
Used to designate the function of the person receiving the email, such as AR |
Account Class |
Main account designation, used for tracking purposes. See Account Class Codes. |
Sub-Class |
Sub account designation, used for tracking purposes |
Source |
Where customer heard about your business. See Account Source Maintenance. |
Sales Rep |
Primary sales rep for this account |
Field |
Description |
Mailing List |
Should this customer be included on mailing lists? Used with Group Mailing Labels. |
Tax Status |
Tax Status:
|
Exempt/Resale ID# |
Exempt or resale ID number for this customer |
Tax Zone |
Designated tax zone for the customer, which should be the tax zone of your shop or business |
Parts Price |
Price level to use for parts |
Parts Price Discount |
Additional discount to apply to specified parts price level. Negative discounts are supported. |
Labor Price |
Price level to use for labor |
Labor Price Discount |
Additional discount to apply to specified labor price level. Negative discounts are supported. |
Terms |
Default terms for this customer |
Credit Limit |
Maximum credit limit. If the creation of an invoices would put a customer over their maximum credit limit, you will be blocked from creating the invoice. |
Credit Hold |
Yes/No for credit hold. When a customer is placed on credit hold, you are able to generate sales orders but you are unable to turn them into invoices. |
Finance Charges |
Should finance charges be assessed against this account? |
Commercial Delivery |
Is this address specified for the customer a commercial or residential address? |
Allow Back Orders |
Should back orders be turned on for this account? |
Bill UPS Account |
Should the customer's UPS account be billed for shipping? |
Shipper Number |
Customer's UPS shipper number |