We are now going to create a new Customer record. To do this, we select the Customers... option from the Details menu
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Introduction
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LITECUST.AVI
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BEGIN_TEXT
As soon as we choose the Customers... option, the program displays a form, rather like a card index, in which we can complete the general details about the account. We start with the customer ID.
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General Details
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BEGIN_TEXT
Customer IDs have to be unique.
Notice that the program knows the customer ID has not been used and indicates that it is new.
Next, we add the name and address.
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General Details
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LITECUST.AVI
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3390
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BEGIN_TEXT
Once the name and address is complete, we can move to the second side to enter discount and area codes, telephone and fax numbers and a contact name.
The discount code is used to link this customer with a particular percentage discount specified on the product records.
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General Details
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LITECUST.AVI
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BEGIN_TEXT
Once these details are complete, we can move to the next part of the record by clicking on the Financial Details tab.
We could also choose to save the record at this stage and complete other details, but we will continue.
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Financial Details
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LITECUST.AVI
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BEGIN_TEXT
Notice that the right-hand side of the record card has changed to reveal new boxes for the customer's VAT registration number, VAT code, payment terms and credit limit.
The VAT code and discount details default to whatever is set up on the system parameters, but they can be changed for each customer.
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Financial Details
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LITECUST.AVI
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BEGIN_TEXT
We now move to the last tab on the customer record for entry of any comments
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Comments
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LITECUST.AVI
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25
3600
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BEGIN_TEXT
The comments tab is like a free-format memo note pad on which you can record any relevant information about the customer.
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Comments
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LITECUST.AVI
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28
3465
870
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BEGIN_TEXT
That completes the customer record details. Now we click on the Save button so that the information is stored. This clears the form ready for input of another record. As this part of the tutorial is complete, we will then click on the Close button.
