Add New Customer

Note: The customers are created automatically when imported from QuickBooks.

The Add New Customer option enables you to create new customer records in the database. Perform the following procedure to create a new customer record:

Click button.

The Customer – Add page is displayed.

Populate the form with required details as tabulated:

Field	Description
Fields marked with (*) are mandatory.
Customer ID	Enter a unique ID representing the customer.
Customer Name	Enter the name of the customer.
Customer Level	Click the drop-down list and select the level of the customer. The available options are the following: · Product Level 1 · Product Level 2 · Product Level 3 · Product Level 4 · Product Level 5 You can also click button to view the Option List.
Sub Customer Of	Enter/pick the sub customer. You can enter the complete sub customer name or enter partial sub customer name. As you key in the characters, matching sub customer names are displayed as suggestions. You can pick the appropriate sub customer name. Or, you can click button to pick a sub customer name from the Lookup window. You can navigate to the Customer page, by clicking the button.
Full Customer Name	<Content> Disabled Field.
Start Date	Click the Start Date field and select the start date form the calendar.
End Date	Click the End Date field and select the end date form the calendar.
Renewal Date	Click the Renewal Date field and select the renewal date form the calendar.
Terms	Enter the terms. This is the payment Term of each customer. For example, NET30, NET60, and so on.
IsActive	Select the check box adjacent to this field, if you want to keep this customer as active.
Rep	Enter the rep details who is associated with customer. This field is auto populated when the data is imported from QuickBooks.
Type	Enter the customer type.
Comments	Enter required comments.
*Payee Information* *Note*: You can click on this grid name to show/hide the Payee Information. This payee section is to associate all payees in various roles that are associated with this customer.
Primary Payee ID	Enter/pick the primary payee ID. You can enter the complete primary payee ID or enter partial primary payee ID. As you key in the characters, matching primary payee IDs are displayed as suggestions. You can pick the appropriate primary payee ID. Or, you can click button to pick a primary payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Primary Payee Credit Pcnt	Enter the primary payee credit percentage.
Payee2 ID	Enter/pick the payee2 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee2 Credit Pcnt	Enter payee 2 credit percentage.
Payee3 ID	Enter/pick the payee3 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee3 Credit Pcnt	Enter payee 3 credit percentage.
Payee4 ID	Enter/pick the payee4 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee4 Credit Pcnt	Enter payee 4 credit percentage.
Payee5 ID	Enter/pick the payee5 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee5 Credit Pcnt	Enter payee 5 credit percentage.
Payee6 ID	Enter/pick the payee6 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee6 Credit Pcnt	Enter payee 6 credit percentage.
Payee7 ID	Enter/pick the payee7 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee7 Credit Pcnt	Enter payee 7 credit percentage.
Payee8 ID	Enter/pick the payee8 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee8 Credit Pcnt	Enter payee 8 credit percentage.
Payee9 ID	Enter/pick the payee9 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee9 Credit Pcnt	Enter payee 9 credit percentage.
*Flexible Fields* *Note*: You can click on this grid name to show/hide the Flexible Fields information.
Flexi Text 1	This is a flexible text field used to store text data for which you do not have a standard field present. This field can be renamed.
Flexi Text 2	This is a flexible text field used to store text data for which you do not have a standard field present. This field can be renamed.
Flexi Amount 1	This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed.
Flexi Amount 2	This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed.
Flexi Amount 3	This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed.
*Identification* *Note*: You can click on this grid name to show/hide the Identification information.
Customer Address1	Enter the customer address.
Address 2	Enter the customer address line 2.
City	Enter the customer city.
State/Province	Enter the customer state or province.
Country	Enter the country on which the customer is located.
Zip/Postal Code	Enter the zip code or postal code of the customer location.
Phone Number	Enter the customer phone number.
Fax	Enter the customer fax number.
Email	Enter the customer email. Once the email ID is entered, you can click the button to send emails to the entered ID form the compose email page. For more information, see Compose Email section.
Alternate Contact	Enter an alter name email address of the customer.
Birth date	Click the Birth date field and select the birth date from the calendar.
Anniversary	Click the Anniversary field and select the anniversary from the calendar.
*Billing Details* *Note*: You can click on this grid name to show/hide the Billing Details information.
Account Number	Enter the customer account number.
Sales Tax Item	Enter the sales tax items.
Sales Tax Code	Enter the sales tax code.
Price Level	Enter the price level.
Resale Number	Enter the resale number.
Preferred Payment Method	Enter the preferred payment method.
Credit Limit	Enter the credit limit.
Name On Card	Enter the name on the card.
Expiry Date	Click the Expiry Date field and select the expiry date from the calendar.
Owner	This field is auto populated with the name of the user who has created this record.