Customer Entry
Contents
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.
Once a record is saved, you can access it by doing an inquiry. The record will now look like this:
There are multiple tabs on this screen.
Customer Info tab
The following fields are available on the customer info tab:
Field | Description |
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Contact | Example |
Phone/Ext | Example |
Account # | Example |
Active | Example |
Example | Example |
Example | Example |
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Name/Address tab
Transactions tab
Orders tab
Invoices tab
Payments tab
Sales tab
Returns tab
EFT Setup tab
Memos tab
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 Customer Inquiry/Advanced Search screen
You can also search on the Customer Entry screen. There are two search fields available:
Field | Description |
---|---|
Select | Click the drop down arrow to select All customers, Active customers or Inactive customers |
Name begins | Type the first few letters of the customer's name that you are trying to find (you can type the full name as well, if desired) |
Click Search. The system will display the results of the search as such:
To view a record, double-click it. This will launch the Customer Entry screen in view mode.