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Select Customer under the Configuration menu. The Maintain Customer screen appears.
Fig.1 Maintain Customer
Maintain Customer Field Description
Field | Description |
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Customer Name | Specify a Customer name, which is alphanumeric (Combination of Alphabets and Numbers). |
Customer ID | Provide a unique Customer ID in the alphanumeric format. |
Customer Type | Select the type of customer from the list. |
Contact name | Type the contact name of customer in the alphanumeric format. |
Contact title | Type the contact title of customer in the alphanumeric format. |
Address 1 | Type the first line of address of customer location in the alphanumeric format. |
Address 2 | Type the second line of address of customer, if any in the alphanumeric format. |
Telephone 1 | Type the customer's phone number in numeric format. |
Telephone 2 | Type the customer's alternative phone number, if any in the numeric format. |
City | Type the customer's city in the alphanumeric format. |
State | Type the customer's state in the alphanumeric format. |
Country | Select the customer's country. |
Description | Type the description about customer in the alphanumeric format. |
Table 1. Customers Field Descriptions
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Select the Customer Type from the drop down list.
Fig.2 Maintain Customer - Adding New Customer
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Click in the Maintain Customer screen and the Search Customer screen appears.
Fig.3 Maintain Customer - Searching Customers
Type either the Customer Name or select the Customer Type from the drop down list.
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Click in the Search Customer screen. The records for the selected criteria are listed in the 'Customer Search Results' section.
Fig.4 Maintain Customer - Search Results
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