Customer Database Software: Adding a New Customer

Introduction

This tutorial describes how to create a customer in Smartwerks. New customers can be created in Customer Maintenance or on the Sales Orders screen during a sale.

Article Contents

Creating a New Customer in Customer Maintenance
Creating a New Customer on the Sales Order Screen

Creating a New Customer in Customer Maintenance

From the top menu, select Customers > Maintenance.

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Click the New button in the toolbar.

Enter a unique Customer ID (customer number), up to 10 alphanumeric characters. The customer’s phone number is often used.

In the Customer Type field, specify whether this is a Residential customer or a Business. If Residential is selected, the First Name and Last Name fields are available for entry. If Business is selected, the Company field is available for entry.

Enter the customer’s Bill To information.

The Cell, Fax, Email, and Directions fields are optional.

If the customer has a different Ship To address, click the Ship To tab and enter that information.

If the customer uses a different Ship To on a delivery order, that address will be saved, along with any other addresses they have had items delivered to.

If the customer was referred to the store by another customer, enter the referring customer’s customer number in the Referred By field.

If the customer would like to participate in the Rewards program, check the Rewards Program box.

With Smartwerks Rewards, loyal customers earn discounts toward future purchases through everyday purchases and by referring new customers to your store.

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On the Contacts tab, click New and enter any contacts for this customer (optional).

To delete a contact, click on the row you want to remove and click the Delete button.

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10.

On the Preferences tab, select a Price Level for this customer (1, 2, or 3). This field corresponds to the Price Level fields on the Price/Cost tab of Inventory Maintenance. For example, if Price Level 1 is selected in this field, the Price 1 row of Inventory Maintenance is used for all items purchased by the customer.

Price Level 1 is selected by default.

11.

If this customer’s purchases are taxable, click the Taxable box. If not, leave the box unchecked and enter their Tax Exempt Code.

12.

On the Notes tab, enter any miscellaneous notes about the customer (optional).

13.

On the Internet tab, check the Contact by Email box if the customer prefers to be contacted by email.

14.

Once you have finished entering the information for the customer, click Save in the toolbar.

Creating a New Customer on the Sales Order Screen

You have the option to create a new customer from the search window on the sales order screen. This allows you to add new customers on-the-fly, while they are waiting to checkout.

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On Sales Order screen, click the search icon (flashlight) to the right of the Customer ID field.

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Create a unique Customer ID (customer number). The customer’s phone number is often used as the Customer ID.

Enter the customer’s First Name, Last Name, Address and Phone Number. All other fields are optional and can be added later in Customer Maintenance.

Click the Create New button and the new customer will be saved and used for the current sale.