Adding a New Customer

You can create a customer record for any customer who does not already have a record in the application.

To add a new customer

1. On the Customer menu, select Manage Customer.

   The Search window appears.

2. Click Add Customer.

   The Customer Maintenance window appears.

3. On the General tab, enter the following:
   • Customer type
   • Name
   • Addresses
   • Identification
   • Contact information
   • Date of Birth
4. If you want to add alias or DBA names:
   1. On the Name tab, click Add Row.
   2. Under Name Type, select Alias or DBA.
   3. Enter the name:

      If you selected Alias, enter the name in the first name and last name fields.

      If you selected DBA, enter the name in the organization name field.

5. Click Save.

   The new customer record is saved and the window closes.