Creating a customer card

Sales > Creating a customer card

Creating a customer card

Before you can record a sale, you need to create a card for your customer.

To create a customer card

1

Go to the Card File command centre and click Cards List. The Cards List window appears.

2

Click New. The Card Information window appears.

3

Select Customer from the Card Type list.

4

Select the designation of the card: company or individual.

5

Type the customer name and press Tab. Additional fields appear.

6

Enter a code to identify this customer in the Card ID field. For more information, see Card identification codes.

7

Enter contact details for the customer.

If you want to enter more contact information, select Address 2 from the Locations list and enter the additional details. You can enter contact details for five locations.

8

Click the Card Details tab. You can enter notes about the customer, insert a picture and assign attributes to group and sort the card.

If you want to...

See

insert a picture

Card pictures

assign identifiers to the card

Identifiers

assign an attribute from a custom list

Custom lists

enter additional information in a custom field

Custom fields

9

Click the Selling Details tab and enter your selling details.

A

Selling information

The selections you make here will be used, by default, on quotes, orders, and invoices that you create for this customer. You can override these selections when recording the sale.

B

Tax information

The customer’s tax information is entered here.

C

Credit terms

The credit terms you entered earlier appear here by default. You can override them here for this customer. The credit terms entered here are used as the default terms for all sales to the customer, but can be changed at any time.

10

Click the Payment Details tab and select the method of payment your customer will use to pay you.

tip : If you use the Merchant Account Service

If you intend to use the Merchant Account Service to authorize and process credit card sales from within your software, it is easier to add the credit card information while entering the sale. See Credit card payments using Merchant Account Service.

11

[Optional] Click the Jobs tab and create a new job for each job you have started or are about to start for the customer. For more information about jobs, see Jobs.

12

[Optional] Click the History tab and type the dollar value of the sales made prior to your conversion month. You can also type or select the date that the contact became a customer.

13

Click OK to close the Card Information window.

Related topics

■

Set up sales

■

Entering sales

■

Creating a card

■

Customizing cards

If you want to...	See
insert a picture	Card pictures
assign identifiers to the card	Identifiers
assign an attribute from a custom list	Custom lists
enter additional information in a custom field	Custom fields


A	Selling information	The selections you make here will be used, by default, on quotes, orders, and invoices that you create for this customer. You can override these selections when recording the sale.
B	Tax information	The customer’s tax information is entered here.
C	Credit terms	The credit terms you entered earlier appear here by default. You can override them here for this customer. The credit terms entered here are used as the default terms for all sales to the customer, but can be changed at any time.