Creating a new customer

To create a new customer card

 Video: Creating a Customer

1. In the navigation panel, double-click Relationships, then click Cards.

2. Click New in the ribbon to create a new card. The Card Details screen will display. 

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    If you are creating a customer that is similar to an existing customer, you can use the Copy option to copy some of the existing customer's details.

3. In the top section of the Card Details screen, enter details for the card as follows:
   
   • Card ID
   • Card Type- this is optional
   • Status- there is no need to changed the field 
   • Enter customers Name
   • Tick Is Customer to mark this card as a customer.
4. Click on the General tab.
5. Fill in the following fields as necessary:
   • Enter Trading As- Optional 
   • Enter ABN for the company- Optional
   • Enter Parent- Optional
   • Select a Charge To card.
6. Click on the Bank Accounts tab. 
7. Enter bank account details for the customer as follows:
   1. Click New to create a new account.
   2. Enter the payee name, BSB and account number.
   3. Check Customer Primary Account- If customers primary acc.
   4. Repeat this process for as many bank accounts as you wish to add.
8. Click on the Addresses tab.
9. Enter address details for the customer as follows:
   1. Click New to create a new address.
   2. In the Name field, enter the customer's name. 
   3. In the Street 1-4 and Suburb fields, enter the customer's address details.
   4. Check the purpose of this address: Accounts, Delivery, Physical or Postal. An address can have more than one type.

   5. Repeat this process for as many addresses as you wish to add.

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10. Click on the Contacts tab.
11. Enter contact details for the customer as follows:
    1. Click New to create a new contact.
    2. Enter Name of person.
    3. Enter Job Description for the person.
    4. Enter their Web ID- optional
    5. Enter the Phone, Mobile, Fax and Email Address optional fields.
    6. Enter persons Role.

12. Select one of the checkboxes, specify the roles that the contact plays within Readysell. 

    Repeat this process for as many contact people as you wish to add. You must have at least one contact person.

13. Click on the Settings tab, then the General Settings sub-tab.

14. Fill in the fields as follows:
    1. Select Card Status- Optional 
    2. Enter customer discount in Discount from List field- Optional
    3. Optionally, assign a Tax Code to the card.
    4. Check Available on POS- Optional
15. Click on the Customer Settings sub-tab.
16. Fill in the following fields:
    1. Select the Tender- Optional
    2. Select a Payment Term 
    3. Select Invoice Mode- Optional. 
    4. Enter any other appropriate details. See Card settings to learn more about the fields on this tab.

17. Click Save to save the customer's record in Readysell.

     Card references covers details about optional tabs on this detail view including cases, machines, favourites, schedule, tags, notes and customer fields