To add a new Customer click the New button. The following screen will appear:
Fill out the details in the screen as follows:
- Name: This is the Name of your Customer. It could be an organization name, an individual's name or any other name you use to identify a customer. This is a mandatory field.
- Customer ID: This is the Customer Barcode and it must be unique. This is a mandatory field. A unique Customer Barcode will be suggested to you. The Customer ID can be type or barcode scanned in.
- Contact: This field is used for contact information. It could be an e-mail address, a phone number or any other contact details for the Customer. This is a Mandatory field.
- Address 1: This field is used for address information. This is an optional field.
- Address 2: This field is used for extended address information. This is an optional field.
- City: This field is used for city information. This is an optional field.
- State: This field is used for state information. This is an optional field.
- Post Code: This field is used for post code information. This is an optional field.
- E-Mail: This field is used for E-Mail information. This is an optional field.
- Phone: This field is used for Phone information. This is an optional field.
- Fax: This field is used for Fax information. This is an optional field.
- Comments: This field is used for any additional comments about the Customer. This is an optional field.
Click 'Save' when you are ready to add the new Customer. Click 'Cancel' if you wish to discard your changes.