Chapter 11. Customers

How Do I Enter A New Customer?

Now that you know how the page looks and what the various functions do you are ready to enter new customers.

  1. Go to
  2. Click on
  3. Move to and enter surname then first name if known and the customer title if known.
  4. The next account number in sequence will automatically appear. Do not reuse an account number at any time.
  5. Enter the . The street number must be entered first. The format must be consistent for every entry, particularly with unit/flat details.
  6. Enter the address of the customer. You must enter the name of the customer on the first line.
  7. Enter the by choosing the drop down list. If a new group needs to be added for the customer, enter it and use the F9 key to capture the group and it will capture in the drop down list for future use.
  8. Move the mouse to the run sequence box. It will show  until you position the customer. Click on the box and the customer will be automatically positioned at the beginning of the street you have entered as the address. Scroll down until the correct position is found then click the mouse on between the existing customers and the new position has been established. Move out of the function by moving the mouse to the close box  in top corner.
  9. Move the mouse to the Invoice Group box and enter following the instruction in step 7.
  10. Move the mouse to the Invoice Sequence box and follow the instruction in step 8. Move out of the function by moving the mouse to the close box in top corner. Please note that you will not have to enter an invoice sequence if you throw your invoices with the papers. When the invoices are printed you can select Print by Run Sequence.
  11. Enter the start date to claim the WAN incentive
  12. Enter the relevant telephone numbers.
  13. Tick the Public Holiday box if no delivery on those days.
  14. Enter the credit card number and expiry date if the customer will be paying the account by credit card. Tick the Fee box a credit card fee will be charged.
  15. Enter any notes if required.
  16. Enter any run book notes if using the electronic run book.
Last edited: 8th January, 2009