Adding Customer Records

Use this procedure to enter the minimum information required to add a new customer record.

To add a new customer record:

On the Main Menu, click File Maintenance.
Click Customer. The Customer Menu appears.
Click Customers. The Customer Selection window appears with a list of currently defined customers.
Click New. The Customer Maintenance window appears.
In the Customer # field, type up to 14 digits to identify the customer.
In the Last Name and First Name fields, type the customer’s name.
In the Title field, select a title for the customer.
Click Save, and then click Exit.

For information about working with additional information for the customer, refer to the following sections:

To record demographic information about a customer, see Recording Customer Demographic Information.

To complete information about the customer’s loyalty points, see Working with Customer Loyalty Programs and Points.

To complete additional information about the customer, see Recording Extended Customer Information.

To view information about the customer’s discounts, see Viewing Customer Discounts.