Creating a new customer from a sale order

If you are in the middle of a sales 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 needing to leave the screen you are on.

1. In the ribbon, click Create Customer. The Create Customer window displays, where by default Is Customer is checked.

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2. Is Customer option- The required fields are contact name, name, phone, address and suburb

3. Is Prospect option- The only required properties is Card Id (which is automatically filled in) Name and either (phone number or email address).

   Example of when you should use Is Prospect: A person walks in off the street and purchases a printer for cash at the front pos counter. The printer is worth $300.The system notices the sale is worth more than the minimum. It either forces the user to create a customer or prospect or it warns them or does nothing automatically. There is a System Ref to set the maximum value of a sale that can be placed if there is no customer before a warning is displayed: MAX-SALE-VALUE-WITH-NO-CUSTOMER

4. 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.
5. In the Person section, enter a contact name and a telephone number. You may also enter an email address.
6. At the bottom of the screen, enter the customer's address. Select either/all Accounts, Delivery, Physical or Postal. To add multiple addresses you will need to go to cards and find/ select the newly added customer.
7. When you have finished, click on button OK.

The new customer will be created, and their details will be entered into the sales order you are creating.