General Default » Customers

ID #1007

How do I make a new customer account?

Open the customer focus window and click the New Customer button. Enter the customer details.

At the top right, enter box 1 and select the customer mask CSTMASK, or enter box 2 and select a customer to copy settings from.

If you want to use your existing customer ID, enter that into the override box.

Now just click the Create Customer button. iPUB will search for duplicate customer ID's for you to verify this is in fact a new customer. Simply click the exit button on the lookup window, and then the Customer Master window opens containing all the details for this customer.  You may update any details, perhaps establishing the correct Billto ID, or correcting the shipto address. Click Update when done, and then click the Return button on the Wizard to return and load this new customer into the customer focus window.

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Last update: 2009-08-19 13:47
Author: jon wissner
Revision: 1.0

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