Using the New Customer Wizard

The New Customer Wizard displays the required Customer Maintenance fields in sequence, so you can quickly set up customer records. The information you enter on the Wizard displays when you next access that customer's record and the customer's contact records.

To create a customer using the New Customer Wizard:

1. From the Maintenance menu, select Customer to display the Customer Maintenance window.

2. Select File > New Wizard to display the New Customer Creation Wizard dialog box.

3. To use the new wizard as the default method of entering a customer, select the Use new wizard by default check box.

4. In the Name field, enter the customer's name as you want it to appear on documents. If this is the customer's pay-to record, use the customer's legal name.

5. In the Address field do one of the following:

• If this is the bill-to address, enter the address to which to send correspondence.

• If this is the ship-to address, enter the address to which to send product shipments.

6. In the City field, enter the name of the city that corresponds to the address entered above.

The system displays a selection list. Select the city, state, and zip code from the list to populate the Zip, State, and Country fields.

7. Click the Next button to display the Customer Type dialog box.

8. Select any of the listed descriptions that apply to this customer record.

   Check this option...	if...
   Bill To	this is a customer's bill-to name and address. You can flag the customer as both a bill-to and a ship-to.
   Job or Ship To	the customer is a Job or Ship-To name and address. You can flag the customer as both a bill-to and a ship-to. If the customer is a ship-to but not a bill-yo, enter the bill-yo customer associated with this ship-to in the Bill field.
   Branch	if the entity is a branch of your company.
   Branch Cash Account	you do not want A/R to accumulate in this account. When you flag this option, also flag the Bill-To and Job or Ship-To fields. Use this type of customer to: Enter cash sales for people who are not regular customers Create a generic customer record for cash sales.
   Prospect	this is a prospective customer who has yet to place an order with you. Prospect customers do not require a bill-to or ship-to association.
   Customer P/O	a purchase number is required for orders that this customer places.
   Customer Release Number Required	a release number is required for orders that this customer places.
   Auto-Delete	the system should delete this customer after all associated history, open bids/orders and closed invoices are purged. You can delete a customer only if there are no ledger, PSUB, or A/R records associated with it.

9. Click the Next button to display the Customer Database Information dialog box.

10. In the Sort by field, enter the most significant word in the customer's name, or any combination of numbers or letters for the system to refer to when sorting customers in alphabetic order.

11. If you did not designate this customer as a bill-to, you must assign a bill-to customer in the Bill-To field.

12. In the Index field, enter additional words for the search index to use when searching for this customer.

The system uses the words in this field as tokens in the search index. You can add any information in this field that might be useful for a search. Some examples:

13. Click the Next button to display the Customer Order Information dialog box.

14. Complete the fields, as needed:

15. Click the Next button to display the Customer Contact Information dialog box.

16. On the Phones tab, enter the customer's primary phone and fax numbers, and list the type of each number. Follow the guidelines:

    Type- Enter the type of phone for this customer. For example, enter:

    • FAX to identify the main fax number.

    • INV.FAX for the fax number used for invoices

    • STMT.FAX for the fax number used for statements.

    • MEMO.FAX for the fax number used for memos.

    Number- Enter the number corresponding to the Type entry.

17. Click the Contacts tab, and then click the Create New Contact button to display the Contact Maintenance dialog box, where you enter contact information for the customer.

Note: By activating the Validate Name In 'Ordered By' Field Against Customer Contact control maintenance record, the system can use this list to check user authorization for taking credit card orders.

18. Click the WWW tab to enter internet and e-mail address information.

19. Click Finish when you are done entering customer and contact information.

See Also:

Creating Customer Records