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1) Search existing customer for prevent create duplicate customer

  1. Go to Customers list - enter "Customer" in Tell Me function or clicking on the link "Customers" 

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       2. Search customer by clicking on the Search button it located at the top of customer list page.  Enter text and search records based on that text across various fields. You can also use the F3 key as a shortcut.

      3. If the customer is not in exist, clicking on the New button to create new Customer

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Info
titleAddress Fields
  •        Address and Address 2 - print to document
  •        Building, Region and District - for analysis purpose only
  •        Country/Region Code - included in BC standard document e.g. Address, Address, Post Code, City, Country/Region.
  •        Country Code (Phone No) - default by system according to the Country/Region Code

     

 7. Enter other fields for the customer