CUSTOMERS - Add New

Add a Customer manually / using Copy / using Import

• Add New Customer in one of 3 ways: 
  1. Manual:
     • from the Customer List window click New
     • enter a unique Customer No using any characters - or set the system to auto-number Customers - Company Settings > Sequence Numbers > General tab > Customers - enter the starting number
     • fill in Customer Name and information for each tab as described in the other Customers sections
     •   Save or Save and Close or Save and Create New
  2. Copy:
     • from the Customer List window, select a Customer
     • click Copy
     • enter new unique Customer No using any characters - or set the system to auto-number newly created Customers in Company Settings > Sequence Numbers > General tab > Customers by entering the starting number
     • make necessary changes in the new popped up Customer record to information in each tab as described in the rest of the Customer sections
     • Save or Save and Close or Save and Create New
  3.  Import (See Importing)