Entering information about the customer

Sales Overview > Entering sales > Entering information about the customer

Regardless of the layout of the sale you're creating, you should pay special attention to the top section of the Sales window. The information you enter here will determine a number of factors about the sale, including the customer's terms for the sale and the identification numbers assigned to the transaction.

If you want to enter a sale for a customer who doesn't exist in your Card File yet, you can add a new customer record using the Easy-Add feature. Then you can quickly get back to the business of creating the sale.

You can make any changes to the customer's credit terms that affect only the transaction you're currently entering. The credit terms that appeared automatically were set up using the Easy Setup Assistant when you set up your company, the Credit Terms window that's opened from the Preferences window, or the Customer Terms Information section that can be found on the Selling Details tab in the Card Information window.

If you use MYOB Accounting Plus's Multicurrency feature, you can change the exchange rate using the Sales window. For additional information about the Multicurrency feature, see Multicurrency Overview.

Click below for the step-by-step procedure:

Enter information about the customer

To enter information about a new customer (using Easy-Add)