Customers can be added through the Browse Customers window or the Enter Invoice window.
Browse Customers Window
Step 1: From the Company drop down menu, click BROWSE CUSTOMERS.
Step 2: Click ADD NEW.
Step 3: Fill out all the information on the screen. **Anything highlighted in YELLOW is required in order to save.**
Step 4: If you have a document you would like to attach, click ATTACHMENT and select ATTACH FILE.
Step 5: Select the document from your computer (select the Local Disk C: Drive>Users>Your name) and enter the file name you would like in the Enter File Name to Save With window.
Step 6: Click SAVE.
Enter Invoice Window
Step 1: From the Company drop down menu, click ENTER INVOICE.
Step 2: Type in the Customer code you would like to use and click ADD NEW from the drop down or click the TAB key.
Step 3: Click SET UP.
Step 4: Fill out all the information on the screen. **Anything highlighted in YELLOW is required in order to save.**
Step 5: Click SAVE.
NOTE: You can see a complete list of your customers by selecting BROWSE CUSTOMERS from the Customers drop down menu.
Saving an Employee as a Customer
Step 1: Click BROWSE EMPLOYEES from the Employees drop down menu.
Step 2: Highlight the Employee then click DETAIL.
Step 3: Click SAVE AS CUSTOMER.
Step 4: Enter the customer code and click OK.
The new vendor will be listed in the Browse Customers window.