185 lines
12 KiB
HTML
185 lines
12 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Customers">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Add a Customer</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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img.hcp1 { border:none; }
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a.hcp5 { font-weight:normal; }
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-->
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</style>
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</head>
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<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Add a Customer</p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_fields/fields05.htm">Customer Information Fields</a> <font color="#C0C0C0" class="hcp2">|</font> <a href="customersoverview.htm">Customer Overview</a></p>
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<div class="droptext" id="POPUP299936749" style="display: none;">
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<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
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<col style="width: 100%;">
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<tr style="vertical-align: top;">
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<td style="width: 100%; padding-right: 10px; padding-left: 10px;">
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<p><a href="cust902.htm">Add a Customer</a></p>
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<p><a href="cust905.htm">Edit a Customer Record</a></p>
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<p><a href="cust_mergeduplicates.htm">Merge Customer Records</a></p>
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<p><a href="cust911.htm">Offer Customer Charge Accounts</a></p>
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<p><a href="cust907.htm">Offer Customer Discounts and Price Levels</a></p>
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<p><a href="customers_tax.htm">Handle Special Customer Tax Status</a></p>
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<p><a href="cust936.htm">Track Customers by Type</a></p>
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<p><a href="cust910.htm">View Customer Purchase History</a></p>
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<p><a href="cust934.htm">Print my Customer List</a></p>
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<p><a href="../qbposimp/export_datawizard.htm">Export my Customer List</a></p>
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<p><a href="cust_email_mktg.htm">Create an E-mail Marketing List</a></p>
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<p><a href="cust_emailing.htm">E-mail a Customer</a></p>
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<p><a href="../qbpos_basic_procedures/basic_write_letters.htm">Write Letters to Customers</a></p>
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<p><a href="cust_business.htm">Track Business Customers</a></p>
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<p><a href="cust_rewards_oview.htm">Offer a Customer Rewards Program</a></p>
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<p><a href="cust_ID_cards.htm">Use Customer IDs and Cards</a></p>
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</td>
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</tr>
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</table>
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<p> </p>
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<p> </p>
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</div>
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<div>
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<p style="text-align: right; font-family: Arial, sans-serif; color: #800000;"><span>Basic</span> </p>
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</div>
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<p class="Help-Note"><span class="hcp3">Note</span>: If you have accessed this topic after copying a customer record, start with Step 2. Edit the information brought from the copied record as needed.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">It is helpful to be consistent when entering customer information. Consistently using the same data format makes it easier to sort, search, and look up customer records.</p>
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<p class="Help-Info-Line">To add a customer:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps" style="text-indent: 12px;">From the Home Page <span class="hcp3">Customers</span> menu, select  <font class="hcp2">New</font> <font class="hcp2">Customer</font>.</p>
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</li>
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</ol>
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<p class="Help-Indent" style="font-weight: bold; margin-left: 67px; text-indent: -31px;">OR</p>
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<p class="Help-Indent" style="text-indent: 9px;">From your Customer List, click the <span class="hcp3">Add</span> button.</p>
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<p class="Help-Indent" style="font-weight: bold; text-indent: 9px;">OR</p>
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<p class="Help-Indent" style="text-indent: 9px;">From the Customer field on a sales receipt, click the <img src="../image/plus_icon.gif" alt="" width="14" height="15" border="0" class="hcp1"> icon and then choose <span class="hcp3">Add New Customer</span>.</p>
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<p class="Help-Indent" style="text-indent: 9px;">A blank customer form is displayed.</p>
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<ol start="2">
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<li class="p-Help-Steps">
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<p class="Help-Steps" style="text-indent: 12px;">Navigate through the sections on the customer form and enter name, contact, and optional information for the customer:</p>
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</li>
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</ol>
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<p class="Help-Indent" style="text-indent: 9px;">Expand each section of the form by clicking the small triangle icon to the right of the label:</p>
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<p class="Help-Indent">    <img src="../image/expand_tab.gif" alt="" width="230" height="38" border="0" class="hcp1"></p>
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<ul>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><span class="hcp3">Name</span>: The <font class="hcp2">Last</font> (Name) field is required to save a customer record, unless <span class="hcp3">Track as Company</span> is selected (see below).</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><span class="hcp3">Track as Company (Pro)</span>:  Allows you to record customer PO numbers on transactions for the customer and display the company name throughout Point of Sale (in the <span class="hcp3">Full Name</span> field). With this selection, <span class="hcp3">Company</span> (Name) is a required entry. <a href="cust_business.htm">Learn more</a>.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><span class="hcp3">Contact Info:</span>  Enter the customer's phone, e-mail, and address.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List" style="font-weight: bold;">Customer Notes<span class="hcp4">:</span> <span class="hcp4">Add whatever notes might be helpful, such as birthday, clothing sizes, gift preferences, etc.</span></p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List" style="font-weight: bold;">Custom Fields (Pro<span class="hcp4">):</span>  <span class="hcp4">You can define and use <a href="../qbpos_fields/fields_custom.htm" class="hcp5">custom fields</a> to record additional information. Using custom fields allows you to use the information to filter</span> <span class="hcp4">reports.</span></p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List" style="font-weight: bold;">QuickBooks Desktop Options: <span class="hcp4">Use these settings to control sharing of customer information with QuickBooks Desktop</span> <span class="hcp4">financial software and to set up and maintain charge accounts for the customer.</span></p>
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</li>
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<li class="hcp6">
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<ul>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><font face="Wingdings 2" class="hcp7">R</font>  <span class="hcp3">Use with QuickBooks Desktop</span>: Select this check box share this customer's information with QuickBooks Desktop. A <a href="../qbpos_company_preferences/sysprefs10.htm" class="hcp5">company preference</a> controls the default setting of this option.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List" style="font-weight: normal;"><font face="Wingdings 2" class="hcp7">R</font>  <span class="hcp3">Charge Account:</span> Select to allow charges for this customer and enter an account limit. <a href="cust911.htm">Learn more</a></p>
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</li>
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</ul>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><span class="hcp3">Customer Settings</span>: Use this area to set other options:</p>
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</li>
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<li class="hcp6">
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<ul>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><span class="hcp3">Customer ID (Pro)</span>: Customer IDs are automatically assigned to new customers and can be used to print scannable ID cards. <a href="cust_ID_cards.htm">Learn more</a></p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><span class="hcp3">Rewards Member (Pro)</span>:  If offering a Rewards program, elect the check box to enroll this customer. <a href="cust_rewards_oview.htm">Learn more</a></p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><span class="hcp3">Alternate contact info</span>: Enter additional phone numbers.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><span class="hcp3">Customer Type</span>: Categorize your customers in ways that are meaningful to your business. <a href="cust936.htm">Learn more</a></p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><span class="hcp3">Tax Location</span>: Specify a customer tax location for special tax handling (Set up can use a 0% tax location for tax-exempt customers).  <a href="customers_tax.htm">Learn more</a></p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List" style="font-weight: bold;">Customer Discounts<span class="hcp4">:  If applicable, click the Discount button and specify a customer discount or price level to suggest on all sales to the customer. <a href="cust907.htm" class="hcp5">Learn more</a></span></p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List" style="font-weight: bold;">Accept Checks<span class="hcp4">: Select the check box if checks are to be accepted for payment from this customer.</span></p>
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</li>
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</ul>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><span class="hcp3">Addresses</span> (Pro):  Use this area to enter additional shipping addresses and print shipping labels. The address entered in the <span class="hcp3">Contact Info</span> section is automatically added as the default shipping address. Select the <span class="hcp3">Do not mail to Bill To Address</span> check box to prevent this and then click Add to enter alternate shipping addresses (up to ten). Designate one as the default. The default shipping address will be suggested when you add <a href="../qbpos_shipping/shipping_oview.htm">shipping information</a> to sales receipts.</p>
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</li>
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</ul>
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<ol start="3">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <font class="hcp2">Save</font>.</p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">If an existing customer record is very similar to a new one you are creating, <a href="cust_copy.htm">copying</a> and editing the existing record might be the quickest way to create the new record.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">If you are integrated with QuickBooks Desktop financial software:</p>
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</li>
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<li class="p-Help-Bulleted" style="list-style: square;">
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<p class="Help-Bulleted">Customer names can be sent to QuickBooks Desktop in the order you prefer (e.g. <first, last> or <last, first>). <a href="../qbpos_qb_data_exchange/financialexchange_custnameorder.htm">Learn more</a></p>
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</li>
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<li class="p-Help-Bulleted" style="list-style: square;">
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<p class="Help-Bulleted">Charge account balances and limits are shared between the programs. You cannot track account charges without also having the <span class="hcp3">Use with QuickBooks Desktop</span> option selected. <a href="cust911.htm">Learn more</a></p>
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</li>
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</ul>
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<p class="Help-Note"><span class="hcp3">Note</span>: The availability of customer tracking features can be controlled by your <a href="../qbpos_company_preferences/sysprefs04.htm">Features to Use preference</a> settings.</p>
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<p class="Help-Text"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="cust936.htm">Track customers by type</a></p>
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<p class="Help-Text"><a href="cust_business.htm">Track business customers</a></p>
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<p class="Help-Text"><a href="cust905.htm">Edit customer records</a></p>
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<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
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</body>
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</html>
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