Create a customer

If you have entered values on the Default Customer screen, the application uses those values when you create a customer.
  1. Open the Customer screen.
  2. Do one of the following:
    • If you want the application to assign a customer code based on the customer's name, click to select Yes in the Auto Assign Customer field.
    • If you want to assign your own customer code, enter a code of up to eight alphanumeric characters to identify the customer in the Customer field.

      Note: Use the System Settings screen to enable the auto assign option and control how the application creates auto assigned codes.
  3. Press Tab.
  4. In the Name field, enter the name of the customer.
  5. Complete the fields as described on the Customer Screen Field Reference.
  6. Click Save Customer.