Enter information about the customer

Sales > Entering sales > Task 1: Enter information about the customer

Task 1: Enter information about the customer

1	Go to the Sales command centre and click Enter Sales. The Sales window appears.

2	In the Customer field, type or select the customer’s name and press Tab.

note : Customer credit limits and accounts on hold

You may not be able to record sales for customers who have exceeded their credit limit or whose account has been placed on hold. For more information, see ‘Credit control’.

The terms and ship-to address shown in the Sales window are the details recorded in the customer’s card.

3	Complete the fields as described in the table below:



A		If you want to change a customer’s shipping address, click the down arrow next to the Ship to field and select another address from the customer’s card. Alternatively, type the address in the Ship to field.
B		Click the zoom arrow () to alter the credit terms for this sale only. Note that if you want to change the credit terms for all future sales to this customer, you must make that change on the Selling Details tab of the customer’s card.
C		If the customer gave you a purchase order for this transaction, enter that purchase order number here.
D		Type the invoice number here or accept the default number.

4	If you want to publish the transaction to iCal, select the Publish to iCal option. For more information, see ‘Publishing to iCal’.

5	If you have credits recorded for the selected customer the amount will display adjacent to Credits. Click the zoom arrow to open the Returns & Credits tab of the Sales Register.

■	Task 2: Choose the type of sale

■	Entering sales

■	Creating a Lead Card

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