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How
to Add A New Customer
click
here to see the video
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1. |
Go into the
E-Commerce Station |
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2. |
Click on the
Client Module |
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3. |
The clients listing will
appear. Click on the + sign. |
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4. |
A blank form will appear.
The first tab is billing information. |
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5. |
Enter in the Company name is
applicable. |
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6. |
Status should be 'A' if this
is an active customer. |
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7. |
R/A can be the salesman or
the person who the customer usually talks to. |
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8. |
Code is used if you have a
classification of your customers |
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9. |
Enter in address information |
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10. |
Enter in contact
information. The email address is important because
it will allow you to email invoices and reports to anyone
in the software program who has an email address entered. |
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11. |
There are two names allowed
for billing. This is if the billing name is
different from the person who places the order. That
way you can keep both individuals on file. |
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12. |
Category is if you
categorize your customers |
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13. |
Put 'R' residential address
or 'B' for business address. (If you make an order
for this customer that information will default into the
order module. |
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14. |
Once you've filled out that
information then you can go onto shipping. |
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15. |
If the shipping address is
the same as the billing address just click on the box that
says: Duplicate from Physical Address. Otherwise put
in the correct information. |
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16. |
Even if the Shipping address
is the same as the billing, you can edit in this tab where
you need to. |
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17. |
If you are adding a new
customer hit the + key or hit on the Client Listing tab. |
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18. |
It will ask if you want to
save changes. Hit Yes and you have added a customer. |
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