Entering Basic Customer Information

Access the Customer - Add Customer form.

Search Type

Enter the user-defined code (system 01, type ST) that indicates the kind of address book record to search for. For example:

E: Employees

X: Ex-employees

V: Suppliers

C: Customers

P: Prospects

M: Mail distribution lists

TAX: Tax authorities

Industry Classification

Enter the code that classifies goods and services. This code can follow the format of any of these classification systems:

Standard Industrial Classification (SIC) or North American Industry Classification System (NAICS). A numerical system that the United States uses to classify goods and services. This code is four digits for SIC or six digits for NAICS.

Harmonized System (HS). The international method of classifying goods. More than fifty countries use this code. An HS code can be up to 10 digits.

Standard Industrial Trade Classification (SITC). A numerical code system that was developed by the United Nations to classify goods that are used in international trade. International organizations use this code. An SITC code can be up to six digits.