Creating a new customer from a service order

If you are in the Service Order workflow 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 needing to leave the screen you are on.

1. In the navigation panel, go to Service then Service Orders.

2. Click on button New to create a new service order

3. The Service Order detail window will display. 

4. On the top panel, click on button Create Customer 

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5. Enter the customer's Name. Optionally, you can also 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.)
6. In the Person section, enter a Contact Name and a Phone number.  You may also enter an Email Address.
7. Enter the customer's Street address and Suburb.  You should indicate what type of address this is as what prints on the service order/shipment/invoice is dependant upon the Is Delivery address.  Optionally, you can specify the Charge Travel Time and set time in terms of Travel Time Minutes.
8. Click on button OK to save the change

The new customer card will be created, and their details will be populated automatically into the service order you are creating.