To enter information about a new customer (using Easy-Add)
- Type the new customer's name in the Customer field.
- Press ENTER. A search list of existing customers appears.
- Click Easy-Add. The new customer's name is added to your Card File, and the search list disappears.
- Enter the delivery address in the Deliver To field.
- Enter the purchase order number in the Customer PO No. field if the customer gave you a purchase order for this transaction.
Keep in mind that you haven't fully set up the record for the new customer. When you have a spare moment, remember to use the Card File Entry window to complete the customer's record.
To change the customer's credit terms for this transaction
- Click the zoom arrow next to the Terms field.
- Make the changes you want in the Credit Terms window.
- Click OK.
To change the exchange rate (if you're using Multicurrency)
- Click the Exchange Rate button.
- Enter the exchange rate you want to use for the transaction.
- To change the exchange rate for all future transactions, mark the Update Current Exchange Rate in the Currency List with Transaction Exchange Rate option.
- Click OK