A video of this tutorial is available here.
Steps
1) The form where you add a new customer is located on the Customer tab of the Customer Master. (From the Main Menu, you open this form by selecting Site/Customer > Customer Master > Customers.)
2) On the bottom of the form click the Add New button. The fields where you can type turn yellow.
3) Fill the form out with the appropriate info. Remember to tab though the fields, so you do not forget anything.
a) The Customer # has to be filled in with a unique string of characters (Example: A name that no one else will use, like DOCON). If you do not put anything in this field, the software will fill it in for you. The software will use what is in the name field, and fill in at least 10 characters.)
b) The billing address needs to go in the Address1 field.
c) Once you put the zip code in and tab off, the city and state should fill in. If they do not, then that zip code is not in reference file # 09. Please look at the help section, How to add zip codes.
4) Once all the fields are filled in, click the Save button. Click the Undo if you do not want to make changes.
See Also