From Orders, select Enter and edit orders, enter an order, and click
Customer Type
(Required) Select a customer type for the new customer's record. The Customer Type field requires population before any other fields on the Add New Customer window can be populated.
Type
(Display only) Displays the customer type selected.
Prefix
Select a prefix for a customer, such as Mr., Ms., or Dr.
First
Enter a customer's first name.
Middle
Enter a customer's middle name.
Last
Enter a customer's last name.
Suffix
Select a suffix for a customer, such as Jr., Sr., or III.
Informal
(Defaults to the name entered in the First field) Enter a customer's informal name or nickname.
Designations
Enter a customer's professional designations, such as CPA, Ph.D., or MD; select the Find icon to look up a designation.
Title
Enter a customer's professional title or position; select the Find icon to look up a title.
Company ID
Enter a customer's company ID; select the Find icon to look up an ID.
Company
Enter a customer's company name; select the Find icon to look up a company.
Sort
Specify a value by which you want to sort a company record (Name.COMPANY_SORT). iMIS automatically removes the first instance of the word "The" from a company name.
Use Company
Enable this option to print the company name on reports.
When adding new records during product orders, iMIS automatically sets this option to equal the Main address field's settings on the Customer Setup - Address and Notes window. If you override the settings on the Add New Customer window while adding a new customer record, these changes are copied to the Ship to Info tab, which affects the Ship To address but does not affect the Bill To address.
Note: The label for the Use Company option is customizable, so your system may display another label for this option. The value entered in the Institute Type field on the Customer Setup - Basic Options window defines the option's label.
Use Title
Enable this option to print the customer title on reports.
When adding new records during product orders, iMIS automatically sets this option to equal the Main address field's settings on the Customer Setup - Address and Notes window. If you override the settings on the Add New Customer window while adding a new customer record, these changes are copied to the Ship to Info tab, which affects the Ship To address but does not affect the Bill To address.
Address
Use these two fields to enter a customer's street address.
City
Enter a customer's city.
St/Prov
Enter a customer's state or province; select the Find icon to look up a state or province.
Zip
(Accepts up to nine characters) Enter a customer's ZIP code.
Country
(Leave blank to accept the default) Enter a customer's country; select the Find icon to look up a country.
Work
Enter a customer's work telephone number.
Fax
Enter a customer's fax number.
Enter a customer's e-mail address.
button
Disabled.
10.6 Production Release. Updated 7/21/2005 11:33:50 AM
Copyright © by Advanced Solutions International, Inc.
All rights reserved.