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Add New Customer window

From Orders, select Enter and edit orders, enter an order, and click Add

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.

E-mail

Enter a customer's e-mail address.

Print button

Disabled.

See Also

Adding New Customers during Order Entry

To add a new customer during order entry


ASI logo 10.6 Production Release. Updated 7/21/2005 11:33:50 AM
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