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Here are the steps on how to add a new customer:

1. Click the Sales | Customers menu. This will open the Create New Entity screen if there is no existing record yet. If not, click the New button on the integrated search grid.
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   Note that the New button will open the Create New Entity screen. You can either fill out this screen, or simply close it and proceed with the succeeding steps.

2. Fill out the Entity tab fields.

   1. Enter the Name, Contact Name, and Location Name. These are the required details on this tab.
   2. You can either enter the Entity No or let the system generate it for you upon saving the record.
   3. Make sure that the Entity Type is set to Customer.
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   4. Fill out other details on Entity tab. You can be as detailed as you see necessary. Below is a sample record.
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3. Navigate to Customer tab | Detail tab and fill out the fields. Required detail on this tab is Terms. Refer to Customer Entity | Field Description | Detail tab to help you in filling out the fields. You can be as detailed as you see necessary.
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4. Click the Save button. The Entity No field will get disabled.

1. Click the Sales | Customers menu. This will open the Create New Entity screen if there is no existing record yet. If not, click the New toolbar button on the integrated search grid.
   Image Removed
   Note that the New button will open the Create New Entity screen. You can either fill out this screen, or simply close it and proceed with the succeeding steps.

2. Fill out the Entity tab fields.

   1. Enter the Name, Contact Name, and Location Name. These are the required details on this tab.
   2. You can either enter the Entity No or let the system generate it for you upon saving the record.
   3. Make sure that the Entity Type is set to Customer.
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   4. Fill out other details on Entity tab. You can be as detailed as you see necessary. Below is a sample record.
      Image Removed
3. Navigate to Customer tab | Detail tab and fill out the fields. Required detail on this tab is Terms. Refer to Customer Entity | Field Description | Detail tab to help you in filling out the fields. You can be as detailed as you see necessary.
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4. Click the Save button. The Entity No field will get disabled.

Here are the steps on how to add a new customer:

1. From the Sales folder, click the Customers menu. If there is no existing record yet, it will open a new Entity (Customer) screen. The Customer Entity search grid will be docked at the center panel.
2. On search grid, click the New toolbar button to open a new Entity (Customer) screen.
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3. Fill out the Entity tab fields.

   1. Enter the Name, Contact Name, and Location Name. These are the required fields on this tab.
   2. You can either enter the Entity No or let the system generate it for you upon saving the record.
   3. Make sure that the Entity Type is set to Customer.
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   4. Fill out other details on Entity tab. Below is a sample record.
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4. Navigate to Customer tab and fill out the necessary fields. You can be as detailed as you like. The required field on this tab is Terms. Refer to Customer Entity for the description of each field.
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   The Contact Name, Email, Phone, Alt Phone, Alt Email, Mobile, Fax, and Timezone fields will be treated and saved as part of the Entity Contact details.

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   While the Locations Name, Address, Zip/Postal, City, State/Province, Country, Ship Via, Terms, and Warehouse fields will be considered as Entity Locations details.

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5. Click the Save toolbar button. The Entity No field will get disabled.