How To: Creating a New Customer (20-01)

Overview

This tutorial describes how to create a new customer.

Video

Step-by-Step

1. In the ‘Customer No’ field, enter a new customer number. The field is a maximum of 11 characters.

2. In the ‘Company/Person’ field, enter “P” if this customer is a person or “C” if this customer is a business.

3. In the ‘Region’ field, enter the region code of your store.

4. In the ‘Name’ field, enter the customer’s first and last name or the company name.

5. The cursor moved to the ‘Address (1)’ field. Enter the customer’s address on the first line, and if applicable, the apartment/unit number on the second line.

6. If you want to assign this customer to a customer group, enter a one-character group code in the ‘Group’ field.
   NOTE: Customer groups are defined by your company and are used when selecting Direct Mail Labels (20-20) or printing the Thank You Card Report (02-31). You can assign the customer to additional groups using the ‘Exp Group’ field on this screen.

7. Enter the customer’s sex, if desired. Enter “M” if the customer is male and “F” if the customer is female.

8. If necessary, enter the customer’s age in the ‘Age’ field.

9. The cursor moves to the ‘Zip/Postal’ field. Enter the customer’s zip code. If the zip code has been previously linked to a city and state in the Zip Code Link selection (20-07), the ‘City’ and ‘State/Province’ fields will automatically display the correct information. If it has not previously been linked, the cursor will move to those fields for entry.

10. In the ‘Home Phone’ field, enter the customer’s home phone number.

11. In the ‘Business Phone’ field, enter the customer’s work phone number.

12. In the ‘Keep History?’ field:
1. Enter “Y” or leave the field blank and the customer’s purchases will be written to Customer History (06-01). This is the recommended option.
2. Enter “N” and the customer’s purchases are not saved to Customer History.

13. In the ‘Cell Phone’ field, enter the customer’s cell phone number.

14. If this customer is a person, enter the customer’s Social Security Number in the ‘Alt ID’ field.

15. In the “CHG Demogrph?’ field, enter “Y” to allow changes to this customer’s information on Point of Sale, Order Processing, and Service screens. Enter “N” to disallow this option.

16. To assist delivery personnel, in the ‘Cross St.’ field, enter a cross street for the customer’s address.

17. Enter the customer’s Tax ID in the ‘Tax ID’ field.

18. Enter the customer’s email address in the ‘E-Mail’ field.

19. In the ‘Exp Group’ field, enter any expanded customer groups for this customer.
    NOTE: Customer groups are defined by your company and are used when selecting Direct Mail Labels (20-20) or printing the Thank You Card Report (02-31).

Click image to enlarge.

20. The Comments window appears. Enter any comments needed for this customer and press Tab.

21. Press Tab again to save the information to Customer Master.

22. To print the customer information, enter “S” and press Tab. Enter a valid printer ID in the ‘Printer’ field, and press Tab.