The New Customer form can be accessed from the Sales menu, or by clicking its icon on the main toolbar. Additionally, double-clicking a record on the Customer List will also bring up this form, and its fields will be populated with that record's information.
Let us first have a look at the top of the form:
Here you're required to fill out a Customer Name. If this Customer is actually a Sub-item of a currently existing customer (for example, a new bath remodeling project), then you may wish to type "Bath remodeling" into the Customer Name field, check Sub-item of, and then choose the Customer's name from the drop-down list below it.
If the Customer has a proxy, check Has Proxy and select the proxy recipient.
If migrating from another system and the customer has a current balance, enter it under Opening Balance and then provide the Opening Balance Date.
The rest of the form has several tabs of information:
Company name, contact name information, and a Price Level for this particular customer, if applicable.
Customer categories and defaults, such as the Type, Shipping Method, Payment Terms, Sales Rep, Freight on Board (FOB), and Currency.
Sales Tax information, such as a Resale Number and any applicable Item Sales Tax.
Contact information of the person responsible for billing.
Contact information of the person responsible for shipping.
Every Customer can support multiple shipping addresses.
These are listed down the left-hand side of the tab. Addresses can be
added/removed by clicking the appropriate button at the bottom left-hand
corner of the tab:
To make matters simpler, each address listing offers copy & paste buttons to quickly make a duplicate of a particular shipping address, allowing you to make minor edits for multiple addresses that are otherwise very similar:
These selections change if the payment method type is Credit Card.
Under the Contacts tab a list of contacts for the current customer can be managed. New contacts can be added, existing ones updated and old ones deleted.
On the tab's toolbar, you may notice a couple of extra buttons:
First, you'll be able to create Custom Fields to add for this Customer. You'll also have the opportunity to Edit Notes, which can be a detailed log of customer interaction, additional thoughtful details about the Customer (interests, birthdays, etc.), or just about any other customer-related data you can think of.
Once a Customer has been added, choose Save & New from the tab's Save button to start a new Customer, or click Save & Close to exit the tab after saving.