To enter an event registration
- Select Events > Register a customer to open the Register a customer window.
- Select the Overview tab.
- Click New.
- Enter an Event code or use the lookup icon to look up an event code.
- Enter the registrant's ID (use the lookup icon to look up an ID). The registrant's name and address information will be shown on the Register a customer window.
If the registrant does not have a record in the database, click Add to open the Attendee tab and enter the registrant's information:
- (Required) Enter the registrant's First and Last name.
- (Required if adding a new customer to the database) Enable the Add to Master option to create an ID for the customer and add the customer record to the database.
- (Recommended) Enter additional information to complete the customer's record including company, address, and phone information.
- Select the Overview tab.
- (Optional) Enter the Date. The date defaults to the batch date if Batch Control is used; otherwise, the date defaults to the current system date.
- (Optional) Enter the Source Code for the registration.
- (Optional) Override the Class code, if necessary.
- (Optional) Enter the Payment Summary information:
- Enter a Purchase Order number if there is one.
- Enter the Bill To ID if it is different from the registrant's ID (use the lookup icon to look up an ID).
- Register for event functions:
- Double-click on a function title in the list of functions.
The function title is shown in the Function box.
- Enter the number of registrants in the Qty field.
The registration price is shown in the Price box.
- (Optional) Override the function price if necessary by typing in a new price.
- Repeat for each event function the registrant wants.
- Click Save.