Customer Basic Procedures
Adding a Customer
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Double-click 
. The Customer window opens, displaying the information for the last customer selected.
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Click 
. The boxes in the window clear.
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The cursor moves to the Name box. Previously, if a number was set in the Next Customer # field in the (LA) screen, the account number was automatically assigned. However, if the Allow Manual Input field in the (LA) screen is set to Y, the cursor now automatically moves to the Acct # box. At this point, you can manually assign the account number, or you can use the next sequential number set in the Next Customer # field in the (LA) screen.
To manually assign the customer's account number, enter the number in the Acct # box.
To use the next sequential account number from the (LA) screen, leave this box blank. This box remains blank until the customer is saved.
Note: If you add a customer name that already exists, DDMS displays a warning message that allows you to change the name or continue adding the new customer.
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Continue specifying customer information in the Customer Master tab. For more information, see In the Customer Master Tab.
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When you finish, click 
. If you exit the window before doing so, your changes are not saved. If you used the next sequential account number for the (LA) screen, it appears in the Acct # box.
Note: There’s a prompt that appears when adding a new customer if you do not specify tax information.(This prompt would only appear if you did not load CCH tax files.) When adding a new customer, you need to specify a tax percentage if the customer is taxable and no tax specifications are set up for the customer’s state or zip code.
Return to:
Adding a Department
About Stock Transfers
Setting Up the Supplies Network PSN
Setting Up the Xstamper PSN
Setting Up the Westpoint PSN
Setting Up the DCS PSN
Setting Up the Digitek PSN
Adding a Customer in Accounts Receivable
Verifying the Total for Today's A/R
See also:
About the Customer Database
Customer Window Definitions
Setting Up Address Taxability