Creating a new customer from a service order

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 needing to leave the screen you are on.

Creating a new customer

1. In the ribbon, click Create Customer. The Create Customer window displays. 

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2. 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.
3. In the Person section, enter a contact name and a telephone number. You may also enter an email address.
4. 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.
5. 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.