Creating a New Customer

To add a new customer, enter a code for the customer in the Customer ID field. (See Assigning Customer Numbers for tips on creating customer numbers.) When you enter a new customer code, you see the following dialog box:

Click

List to see a list of all existing customers and their codes.
Add to add a new record using this customer code.
Reenter to change your entry.

Your job will be much easier if you collect all the required information before you actually sit down to enter it. This section displays the type of information you will need for each vendor.

It is important that you enter each customer's current balance, and their year-to-date sales amount, less their current open balance. You can only enter this information when you create a customer record; thereafter, the program maintains these values.