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 pane, go to Service then Service Orders.

2. Click New to create a new service order

3. The Service Order detail window will display. 

4. In the ribbon, click Create Customer 

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5. 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.
6. In the Person section, enter a contact name and a telephone number. You may also enter an email address.
7. Enter the customer's address. Optionally, you can indicate what type of address this is, and specify the travel time.
8. click OK to save the change

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