Create a basis customer record

Create a basis customer record

Part 1: Create a new customer record
1. Click the Open icon on the toolbar.
2. Type customers in the Filter field.
3. Click the Customers list item.
4. Click the OK button. The Customers form opens.
5. Click the Filter in Place icon.
6. Click the New icon.
7. Type [your initials]? In the Customers field. 
8. Type Grandview Cycles in the Customer Name field.
9. Type 1458 West Fifth Avenue in the Address (1) field.
10. Type Grandview in the City field.
11. Click the Prov/St drop-down arrow.
12. Click the OH list item. 
13. Type 43212 in the Postal/ZIP field.
14. Type Franklin in the County field.
15. Click the Bank Code drop-down arrow.
16. Click the BK1 list item.
17. Click the Type drop-down arrow.
18. Click the RETAIL list item.
19. Click the Save icon.
20. Write down your customer number ______________.
Note: After saving the record, the bill-to address that you typed is also used as the initial default 
ship-to address. 
Part 2: Add ship-to information for this customer
1. Click the Ship To tab. 
2. Click the Ship Tos button. The Customer Ship-Tos (Linked) form opens.
3. Click the New icon.
4. Type Grandview Cycles in the Name field.
5. Enter the shipping address information for the new ship-to location:
a. Type 23 North Market Street in the Address (1) field.
b. Type Boardman Center in the Address (2) field.
c. Type Boardman in the City field.
d. Click the Prov/St Code drop-down arrow. 
e. Click the OH list item.
f. Type 44415 in the Postal/ZIP field.
g. Type Peter Cyberman in the Contact field.
h. Type 216-785-9321 in the Phone field.
i. Type 216-788-2321 in the Fax field.
6. Click the Save icon.
7. Click the Codes tab.
8. Click to clear the Ship Partial check box.
9. Verify the Ship Early check box is selected.
10. Click the Salesperson drop-down arrow.
11. Click the CPR list item. 
12. Click the Save icon.
13. Click the Window drop-down arrow in the Menu bar.
14. Click the Close All menu item

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