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Page History: HOW TO - Create a New Customer

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Page Revision: Mon, 29 Jun 2009 10:27

Default Menu Location¶

Maintain >> Address Book >> Organizations

How to Create a New Customer¶

STEP 1: Click the Organizations icon located in the Adjutant toolbar. This will display the Organization Screen

STEP 2: Click New/Add

STEP 3: Add the customer's information into the corresponding fields. You may leave the ID field blank. Adjutant will automatically assign an ID. Click Save when finished.

STEP 4: Click the Edit Attributes button

STEP 5: Select Bill To (Bill To Information screen will be displayed)

STEP 6: Enter the correct billing information for the new customer

STEP 7: Click Save and close the window

STEP 8: Select SOLDTO in the attributes window and enter the necessary information into the corresponding fields. Click Save when finished and close this window.

STEP 9: Select SHIPTO in the attributes window and enter the necessary information into the corresponding fields. Click Save when finished and close this window

STEP 10: Click Hide Attributes