Create a full customer record

Create a full 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.
6. Type [your initials]? in the Customer field.
7.Type Mountain Trail Bikes in the Customer Name field.
8. Type 18 North Street in the Address (1) field.
9. Type Whitefish in the City field.
10.Click the Prov/St Code drop-down arrow.
11. Click the MT list item.
12. Type 76421 in the Postal/ZIP field.
13. Click the Bank Code drop-down arrow.
14. Click the BK1 list item.
15. Click the Save icon.
16. Write down your customer number ______________.
Part 2: Create ship to information
1. Click the Ship To tab.
2. Click the Ship Tos button. The Customer Ship-To (Linked) form opens.
3. Type Stuart Alden in the Contact field.
4. Type 406-555-8960 in the Phone field.
5. Click the Codes tab.
6. Click the Ship Via drop-down arrow.
7. Click the UPS list item.
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 JAR list item.
12. Click the Save icon.
13. Click the X on the Customer Ship-Tos linked form.
Part 3: Enter credit information
1. Click the Credit tab.
2. Type 75000 in the Credit Limit field.
3. Type 5000 in the Order Credit Limit field.
4. Click the Terms drop-down arrow. 
5. Click the 2% list item.
Part 4: Enter contact information
1. Click the Contacts tab.
2. Click the Contacts menu option. 
3. Type Mike Smith in the Order Contact field.
4. Type 406-555-1254 in the Phone field.
5. Type 406-556-4449 in the Fax field.
Part 5: Enter corporate customer information
1. Click the More tab.
2. Click the Corporate Cust list item.
3. Click the Corporate Cust drop-down arrow.
4. Click the 4 list item. 
5. Click to select the Corporate Address check box.
6. Click the Save icon. 
7. Click the X on the Customers form

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