Creating a customer card
Before you can record a sale, you need to create a card for your customer. To create a customer card 1 Go to the Card File command centre and click Cards List. The Cards List window appears.
2 Click New. The Card Information window appears.
3 Select Customer from the Card Type list.
4 Select the designation of the card: company or individual.
5 Type the customer name.
6 If you use codes to identify customers, type the code for the customer in the Card ID field.
7 Enter contact details for the customer. If you want to enter more contact information, select Address 2 from the Locations list and enter the additional details. You can enter contact details for five locations.
8 Click the Card Details tab. You can enter notes about the customer, insert a picture and assign attributes.
9 Click the Selling Details tab and enter your selling details.
10 Click the Payment Details tab and select the method of payment your customer will use to pay you.
11 [Optional] Click the Jobs tab and enter the details of each job you have started or are about to start for the customer.
12 [Optional] Click the History tab and type the dollar value of the sales made prior to your conversion month. You can also enter the date that the contact became a customer.
13 Click OK to save the card.
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