Identifying the Customer

If your system is set up to track customer information, you need to identify the type of customer each time they make a purchase.

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Bill To Same as Sold To

This is automatically checked, so it is correct for a typical residential customer. Uncheck it if the Bill To address and Sold To address are different, then enter the Bill To information.

Type

The customer type can be Residential or several other business types. Other types may allow customers to receive accounts receivable privileges and certain access privileges. Some of the business types provide reporting information for tax exemptions.

Account Number

This is an informational field for accounts receivable customers.

Account Receivable

This is an informational field for accounts receivable customers.

Approval

Do not add any information to this field. It is used during a credit approval process.

Term

Select the payment terms (Due on Receipt, Net 10, Net 30, and so on).

Select Detail

In this field …	Do this…
Company	Type the Company Name of the customer.
Work #	Type the work telephone number of the customer.
Ext	Type the extension of the customer's work telephone number.
Fax	Type the customer's fax number.
Contact	Type the name of the company contact person.
Discount	Press Down Arrow to select a new discount rate for all the customer's purchases.

Select the Tax Exemption
Select the Checkbox for the appropriate Tax Type that is to be exempted. Enter the Exempt ID in the Column next to it. (Select the Column with the Mouse).
Select Other
Enter the Social Security Number and Birthday.
Enter the Driver's License number, state and country.
Select the Additional
Press Next and continue to Select Products for Purchase.