Sales

To enter information about a new customer (Easy-Add)

The Sales window should be displayed.

  1. Type the new customer's name in the Customer field.


  2. Press ENTER. A search list of existing customers appears.


  3. Click Easy-Add. The new customer's name is added to your Card File, and the search list disappears.


  4. Enter the shipping address in the Ship To field.


  5. The invoice number and date will be filled in automatically. You can change this information if you wish.


  6. Enter the purchase order number in the Customer PO # field if the customer gave you a purchase order for this transaction.


    Keep in mind that you haven't fully set up the record for the new customer. When you have a spare moment, remember to use the Card File Entry window to complete the customer's record.

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