Task 1: Enter information about the customer

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

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

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


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.