Follow the steps below for create new customer
1) Search existing customer for prevent create duplicate customer
- Go to Customers list
- 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
4. Choose the "Customer Type" then clicking on OK button
Please note, don't choose the customer type "-DUPLICATED- or '-INAVTIVE-. the customer type use for identifying the old customer record.
5. Select the "Salutation Code" and enter "Name"
if the new customer is individual customer - enter "Surname" and "Given Name" and then system will generate the Name by 'Salutation Code" + "Surname" + "Given Name"
if the customer is Company or Enterprises - select the appropriate Salutation Code then enter the Name
Mother Code
Mother Code - new field added for group the duplicated customer. When create new customer, system will default the customer no, to the field.
6. Enter Address
Address 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
