The customer’s tab is where you keep detailed information on your customers for invoicing purposes and consignment records.

 

There has been one sample customer entered so that you can see how the details are filled in.

 

Select "New" on the right hand toolbar to add new customer details by adding their address details in the "Company - Contact Info" Tab along with any comments you may wish to record.

 

In the "Shipping Address" Tab complete their address details for deliveries, if this is the same as the billing address simply click the "Same As Billing" button.

 

In the "Pricing/Other" Tab you can choose what type of customer they are, Direct, Wholesale or Retails as well as setting Alerts for Birthdays, Anniversaries' or Other Dates of Importance. These Alerts will come up in the Alarm Summary when they are triggered.

 

At the bottom of the Customer Info screen you can see information regarding Invoices for that customer.