Adding a Customer

eNsite makes it easy to add customers to your database.

You should work through the earlier topics about the customer database before adding customers; there are a number of decisions you need to make before you add customers.

To begin adding customers, follow the steps below:

1. Start eNsite by double-clicking the icon on your desktop.
   
   
2. In the eNsite Login window, the cursor appears in the User ID box. Type 101 and click OK. (You do not need a password.)

The number 101 is a salesperson number we preset when building your system. During the Let's Get Started program, you create a salesperson database. After you do this, each eNsite user has a unique number. You also have the option of assigning passwords for each user. For more information, see Salesperson Database.

3. In the eNsite Master Menu, select the Customer database by double-clicking the icon.
   
   
4. In the Customer window, click the button to create a new customer, as shown here:
   
   
   
   
5. Type the customer's name in the Name box. Remember, you need to enter names consistently — using the last name followed by a comma, as Silver Plus recommends (DOE, JANE or ABC COMPANY, THE) or some other consistent method. (For a discussion on naming policy, click here.)

The account number is assigned when you first save your customer. There is one exception: if your default parameters are set so that you assign account numbers yourself, you must enter an account number. (For information about assigning account numbers, click here.)

6. Enter additional information in the boxes in the Master tab. Silver Plus recommends that you complete several boxes which contain basic information, as shown here:

• The address in the Master tab is the billing address. Shipping addresses are added later, in a different tab.
  
  
• In the Salesperson 1 box, you assign the salesperson for this customer. The one you assign becomes the default salesperson for sales you make to this customer in order entry. If you do not have your salesperson database built, you can still assign salespersons as long as you know which number you use for each person. For details, click here.
  
  
• In the Status box, specify the customer's order entry status code. Remember that a code of G or above lets the customer charge. For details, click here.
  

To learn about the other boxes in the Master tab, see the online help topic In the Customer Master Tab.

 

7. Click the Shipto/Attention tab.
   
   
8. Enter the principal shipping address for this customer, if it is different from the billing address. (If you do not specify a shipping address, the billing address is used.) To do this, follow these steps:

• Complete the shipping address boxes as shown here.

• Be careful to leave the Shipto ID box blank, as shown. The default shipping address has no Shipto ID — you use this box to identify any additional shipping addresses you enter for a customer.
  
  
• After entering the address, click Add. The address is displayed and marked as the default, as shown here:

9. You can now add additional shipping addresses, if you wish. These can also be added later. For more information, click here. (This link also discusses department accounts; if you want to create these, you need to wait until you complete the customer you're adding.)
   
   
10. Click the Order Entry tab.
    
    
11. Complete the boxes necessary to set this customer's pricing strategy and taxing. Typical entries might look like this:

For information on pricing, click here.

For information on taxing, click here.

12. Save the customer you added by clicking the button.

To learn more about the customer database, consult two sources: Book I: Customers, Vendors, and Salespersons and the online help, beginning with the topic Customer.