Adding a New Customer

1. Click "Customers" in the accounting section.

2. Click "Add Customer"

3. 

• Click "Next Customer #": This button automatically generates the next available customer number from the system based on the predefined sequence.
  
• Alternatively, Type in Your Preferred Customer Number: If you have a specific format or customer number in mind, you can manually enter it in the customer number field. For example, you can use a format like "JCW000".
• Enter the company name and address into the correct fields.

4. Click "Terms"

• Set Up the Credit Terms:
  • Credit Limit: Update the credit limit field to reflect the appropriate credit limit for this customer, following the dealer's guidelines.
  • AR Terms: Use the "AR Terms" drop-down menu to select the correct credit terms. This might include options like NET30, NET60, COD, or Credit Card.

5. The checkboxes below the AR Terms section are optional and are used to customize the customer's profile according to their specific needs.

For example:

• PO Required: If the customer requires a Purchase Order (PO) before billing, make sure to check the PO Required checkbox. This ensures that every transaction will be flagged if a PO is missing, helping to prevent billing issues.

6. Click on the "Marketing CC" tab to assign the responsible sales team member(s) for each department. Here, you can select the appropriate sales team member from each drop-down menu.

7. Click the "Rates" tab to set the customer labor rates for each department.

8. Click the "Parts" tab, enter any special parts discounts or exceptions if applicable.

9. Click the "Tax Codes" tab and select the correct tax code for the customer. If using Absolute Tax Codes ensure the check box is checked off and all applicable tax codes are defined.

10. Click the "WO Coms" field to enter any customer-specific notifications or comments that should automatically appear when opening a work order for this customer.

Examples:

• Hours of Operation: "Hours of Operation are 5am-1pm."
• Special Requirements: "Customer requires on-site safety training before entering the facility."
• Contact Preferences: "Contact John Doe at 555-1234 before starting work."

11. Click "Save"

12. Once the customer has been added, you can update the Contacts section with all necessary contacts for the account. To do this:

1. Enter Contact Information: Fill in the contact's name, phone number, email address, and any other relevant details in the provided fields.

2. Add Contact to List: After entering all the required information, click the "plus sign" button next to the contact name. This will add the contact to the customer's contact list.

3. Add Multiple Contacts: Repeat the process for each additional contact that needs to be added. This allows you to maintain a comprehensive list of contacts associated with the customer, which can be useful for communication and coordination.

4. Save Changes: Ensure all entered contact details are saved properly to update the customer profile.