When a user is on service order and wishes If you are in the middle of a service order and need to record details for a new customer, you can use the Create Customer functionality. This allows you to create a new customer without having to create a new card you can do that by the following
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needing to leave the screen you are on.
Creating a new customer
In the ribbon, click Create Customer. The Create Customer window displays.
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- Enter the customer's name. Optionally, you can enter a card type, a payment term and an invoice delivery method. By default, the payment term is set to 30 EOM and the invoice delivery method is set to Manual.
- In the Person section, enter a contact name and a telephone number. You may also enter an email address.
- At the bottom of the screen, enter the customer's address. Optionally, you can indicate what type of address this is, and specify the travel time.
- When you have finished, click OK.
The new customer will be created, and their details will be entered into the service order you are creating.