Step 9: Customers

Customers are individuals or other companies who purchase your companies products or services.

Customer information is maintained in the Customer Order Entry System.

Start the Order Entry module by clicking on the  icon on the Navigation menu.

When this is done, you should see the following Order Entry - Customer Selection screen displayed.




To add a new customer

Click the New Customer button shown on this screen.

When this is done, a new customer record will be added to the database and opened for editing using the Customer Detail screen (shown below).



This screen contains six tabs of information about each customer (shown at top: General, Bill To, Discounts, Orders, Login and Comments).

The General tab and the Remit to tabs are used to enter customer and billing information.

The Discounts tab is used to specify any discounts that a customer may be entitled to.

The Orders tab is used to create new orders and to view the list of current open orders for the customer.

The Login tab can be used to provide a customer with a login and password so they may check the status of their account using the automated customer status component.

The Comments tab can be used to enter and maintain any comments about this customer.

When you have completed making changes on these tabs, you may click the Save command to save to update the database.

Use the close command to exit the screen without saving your changes.


Once a customer has been added to the database, you can begin to place orders for that customer using the New Order button on the customer orders tab.


Finally, with the one-time setup process completed, you can start to use the Tracker system for your operation.

Follow the next set of tutorials to see how orders are placed and how they flow through the system depending on product and material availability.





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