Entering sales

Step 2: Enter information about the customer

Step 1 > 2 > 3 > 4 > 5 > 6

If you haven’t already read the Sales Overview, see Entering information about the customer for more information.

To enter information about an existing customer

  1. Enter the customer’s name, or click the search icon next to the Customer field and choose a name.
  2. Several fields will be filled in automatically. You can change this information, if you wish.
  3. Enter the purchase order number in the Customer PO # field if the customer gave you a purchase order for this transaction.

To enter information about a new customer (using Easy-Add)

  1. Type the new customer’s name in the Customer field.
  2. Press ENTER. A search list of existing customers appears.
  3. Click Easy-Add. The new customer’s name is added to your Card File, and the search list disappears.
  4. Enter the shipping address in the Ship To field.
  5. Enter the purchase order number in the Customer PO # field if the customer gave you a purchase order for this transaction.

Keep in mind that you haven’t fully set up the record for the new customer. When you have a spare moment, remember to use the Card File Entry window to complete the customer’s record.

To change the customer’s credit terms for this transaction

  1. Click the zoom arrow next to the Terms field.
  2. Make the changes you want in the Credit Terms window.
  3. Click OK.

To change the exchange rate (if you’re using Multicurrency)

  1. Click the Exchange Rate button.
  2. Enter the exchange rate you want to use for the transaction.
  3. To change the exchange rate for all future transactions, mark the Update Current Exchange Rate in the Currency List with Transaction Exchange Rate option.
  4. Click OK

Entering sales - Step 2