Difference between revisions of "Customer Entry"
| Line 21: | Line 21: | ||
| − | If you wish to proceed, click Yes. This will launch the [[Adding New Constituent|Name/Address Entry]] screen. | + | If you wish to proceed, click Yes. This will launch the [[Adding New Constituent|Name/Address Entry]] screen. Enter the information and save the record. This will become the new customer record for Accounts Receivable. |
=='''Searching for an Existing Customer'''== | =='''Searching for an Existing Customer'''== | ||
| + | |||
| + | |||
| + | To search for an existing customer, you can do one of two things. | ||
| + | |||
| + | |||
| + | * Click the list icon to the right of the Customer ID field. This will launch the | ||
Revision as of 17:51, 24 September 2012
Overview of AR04
Each accounts receivable customer must have a record in the system. Each record contains the following components: customer account information, name and address information, a transactions listing, information about orders for this customer, information about invoices for this customer, information about payments made by this customer, sales information, order returns information, electronic funds transfer setup (if applicable), and a memo screen.
- From the DDI Connect main menu, double-click Accounts Receivable
- Double-click Customer Entry. You will see this screen:
Adding a New Customer
To add a new customer, click the Add button on the toolbar. You will see this message:
If you wish to proceed, click Yes. This will launch the Name/Address Entry screen. Enter the information and save the record. This will become the new customer record for Accounts Receivable.
Searching for an Existing Customer
To search for an existing customer, you can do one of two things.
- Click the list icon to the right of the Customer ID field. This will launch the
