Customer Edit - Main

You can get to the Customer Edit screen several different ways.  After you create a new customer record and save it, the screen changes from the Customer New screen to the Customer Edit screen.  You can get to the Customer Edit screen from the Customer Edit menu option (Modules >Contracts > Customers >Customer Edit).  You can get to the Customer Edit screen after you retrieve a customer using the Customer Query feature from the main menu.

Required fields are color: #FF0000; and marked with an asterisk.

1. From the Modules menu, go to Contracts > Customers > Customer Edit.

2. Enter your Customer Number.

3. Click OK.

4. You are presented with the Main tab of the Customer Edit screen. Complete any of the optional fields as necessary.  

Add an Address to a Customer Record

To add a billing and/or shipping to a customer record, you can do so with the Addresses grid.

1. Retrieve the customer record to modify via the steps above.

2. In the Addresses grid, click the New Address button.

3. You are presented with the Address dialog box. The only required field is the Description field. Fill in a description for this address, such as "Customer Billing".

4. Fill in any of the optional fields as necessary.

5. If this is a Billing Address or a Shipping Address, select the appropriate box. Select both boxes if the address serves both functions.

6. Click Save to save this address and close the dialog box, or click Another to save this address and create another address.