Adding a Customer

Customer information is added to the division at the Manage Customers page. A customer has one billing address and may have multiple ship-to addresses for shipping, freight billing, etc.

Using a Customer in the App

A customer must be associated with the outbound stock issue order, the outbound warehouse picking order, or the inbound stock return order. A customer is added at the Manage Customers page.

How to Add a Customer

To add a customer to a division:

1. Select Manage > Customers from the navigation pane. The Manage Customers page appears in the work pane.

2. To add a customer, select the Add icon.
3. The Add grid appears onscreen. It is above the page’s grid.

4. Add the customer information, including the customer's Company Name and billing address:

1. Company Name (required): Place the cursor in the Company Name field and enter the Customer Company Name.
2. Email (optional): Enter the customer email address in the Email field.
3. Telephone (optional): Enter the customer telephone number in the Telephone field.
4. Address 1 (optional): Press the Tab key to reach the Address 1 field and enter the main street address there.
5. Address 2 (optional): Press the Tab key to reach the Address 2 field and, if applicable, enter the second address line (often a suite number) there.
6. Address 3 (optional): Press the Tab key to reach the Address 3 field, and, if applicable, enter the third address line (often a mail stop number or a room number) there.
7. City (optional): Enter the city in this field.
8. State/Province (optional): Press the Tab key to reach the State/Province field and enter a state or province there.
9. Zip/Postal Code (optional): Press the Tab key to reach the Zip/Postal Code field and enter a zip code or postal code there.
10. Country: Press the Tab key to reach the Country field and enter the country in this field.
11. Account Number (optional): Press the Tab key to reach the Account Number field and enter the customer's account number there.
12. Contact Name (optional): Enter the customer's contact name in this field.
13. UDF1-UDF 4 fields (optional): Enter information specific to this customer in the UDF 1 through UDF 4 fields.

6. Save icon: To add the customer to the system and close the Add grid, select the Save icon in the grid.
   1. Cancel icon: To cancel adding this customer to the system and close the Add grid, select the Cancel icon in the grid.
7. When you select the Save icon, the fields clear and the grid is removed from view. The new customer is now part of the customer list.