When entering a sales order for a new customer, such as a walk-in customer, use the New Customer Entry window to enter basic contact and filing information for a new customer. The system creates a new customer maintenance record, but only requires minimal information so you can quickly process the order. You can finish entering the details later in Customer Maintenance.
Note: You can create a new customer in sales order entry even if you do not have the CUSTOMER.MAINT authorization key assigned to you. However the authorization key is required to view or edit the customer in Customer Maintenance.
If the customer does not want to give you their information, in most cases, enter your company's generic "cash customer" instead of the actual customer. We recommend that you set up your company's generic "cash customer" to put the customer on credit hold if you want to review the new customers records.
To enter a new customer during order entry:
From the Orders menu, select Sales Order Entry to display the Initial Order Entry window.
If prompted, enter a branch number.
Click the New Customer button. The New Customer window displays.
The system uses the entry set up in the
In the Phone field, enter the telephone number of the company or individual who wants to place an order. Enter the number without dashes or parentheses.
In the Name field, enter the name of the company or individual to which the requested items will be shipped.
In the Address field, enter the shipping address for the requested items.
In the Zip field, enter a five- or nine-digit zip code.
The system populates the City and State fields based on the zip code you enter.
For the Latitude and Longitude fields, use the map location icon to open a map to the address location. These fields are not required. Be aware that by populating the fields using the map that the address may change. Refer to the Using Latitude and Longitude with an Address topic.
In the Sortby field, enter the most significant words in the customer's name.
The system uses this information to alphabetize the search list.
Complete the following fields, as needed:
|
Field |
Description |
|
Index |
The name of the company or individual as you want to search for it. The system populates this field when you complete the Name field, but you can adjust it to meet your needs. For example, if this is an individual, enter the last name first. |
|
Exempt |
A government-issued number that exempts the customer from having to pay tax for goods purchased from your company. The customer will give you this number if they have one. |
|
In Slsperson |
(Inside Salesperson.) The login ID of the person who will call the customer to suggest additional orders. |
|
Out Slsperson |
(Outside Salesperson.) The login ID of the outside salesperson who is assigned to this customer. |
|
SIC Code |
A four-digit code originally developed by the Office of Management and Budget to facilitate statistical economic analysis and reporting of the state of the U.S. economy based on enterprises engaged in production, trade, and service. You can use this code to group businesses with similar production processes, and to sort customers in the Report Writer for various purposes. |
|
Sel Code |
The type of business in which the customer engages. This information is used for reporting purposes. |
Save your changes and exit the window. The Initial Order Entry window displays again, and you can continue entering the order.
More Options When Creating New Customers
The New Customer window also offers these options:
|
To... |
Use this menu option... |
|
enter more detailed customer information or edit default settings used for a new customer |
Edit > Full Record The Customer Maintenance window displays. |
|
enter additional contact names and their phone numbers |
Edit > Phone #'s The Contacts window displays. Enter new contacts in the Contact column and their corresponding phone or fax numbers in the Phone Number column. Note:
If you use a branch customer and change the status from Bid to
Call When Complete, the system displays the New Customer Entry
window. This action is the result of the ship-to customer being
used and not the |
|
add the customer's Web address or e-mail address information |
Edit > WWW The Internet Information Maintenance window displays. |
See Also