To enter information about a new customer (using Easy-Add)
Entering sales using the Sales window > Step 2: Enter information about the customer > To enter information about a new customer
- Type the new customer's name in the Customer field.
- Press ENTER. A search list of existing customers appears.
- Click Easy-Add. The new customer's name is added to your Card File, and the search list disappears.
- Enter the shipping address in the Ship To field.
- 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 Information window to complete the customer's record.