Quick New Customer Add
Modified on Tue, 05 Jul 2016 13:08 by tpaeglis — Categorized as: Order Entry
General Information
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The quick add new customer screen allows you to quickly add a new customer when doing order entry.
Screens
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Fields
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ID
- Customer ID number. Can be assigned system generated if blank or assigned manually if inputted manually.
Name
- Name of customer.
Address
- Address of customer
Apt/suite
- Apt/Suite
City
- City
State
- State
Zip
- Zip
Address3
- Address3
Country
- Country
Area
- Area
Phone
- Phone
Fax
- Fax
Default Whse
- Default warehouse
Price Code
- Price code
Email
- Email address for the company
Contact
- The contact for this customer
Phone
- The phone number for the customer
Title
- Contact's title
Acct Manager
- Account Manager for this customer
Sales Person
- Sales person for this customer
Tax Table
- The tax district that should be taken in when calculating tax rate for.
Tax Rate
- Tax Rate for the customer
Tax Exempt #
- If the customer is tax exempt, the tax exempt number goes here.