To add a New Customer, enter a <?> and press <ENTER>. A list of customers will be displayed. Check the list to be sure that the customer is not already in the system, by typing in part of the customer's name and pressing <ENTER>. If the customer is not listed, press <.> and press <ENTER>. You may enter a Cash, Charge or COD customer from this screen. This will add the new customer to your customer file in Accounts Receivable. When adding a Charge or COD customer, you will be prompted for the Terms, Billing Period, and Credit Limit. Alternate Phone Numbers and Authorized Buyers may be added.

NOTE: Entering in a new customer is only available if "Cust Entry Flag" is set in "POS Defaults and Comments" in the SYSTEM MANAGEMENT (10.2.6.2 field 7 page 1). If a “C” is entered, you may add a Cash, Charge or COD customer. If a “Y” is entered, you may only add a Cash customer. If left blank, this option is disabled and you may not add any new customers at Point of Sale.

NOTE: You have the option of having the system automatically update Order records with the current Billto Customer every time the Order is accessed. This feature is setup in "POS Defaults & Comments" in SYSTEM MANAGEMENT (10.2.6.2 field 55 page 3).

The address entered will be the customer’s Shipping Address. The Mailing Address may be entered in “Customer Entry” in ACCOUNTS RECEIVABLE (6.1.1 fields 7-9).

The Price Code is the pricing level you assign this customer for the bulk of their purchases. The price codes must be set up in “Customer Price Code Entry” in SALES MANAGEMENT (2.2.2.1) to be able to select one here. This is a mandatory entry. One thing to consider is the “Minimum Price Code” setup in “POS Defaults & Comments” in SYSTEM MANAGEMENT (10.2.6.2 field 56 page 3).

The Salesperson Code is the salesperson assigned to this customer. Enter the Salesperson Code for this Customer, and press <ENTER>.

When the Tax Code is entered, the Tax Code Description will be displayed. If the customer does not get charged sales tax on anything, enter <NT>.

NOTE: Please refer to, How Customers Are Taxed in the General Help section for more information on taxing customers.