Create New Customer/Contact Page
Use the Create New Customer/Contact page (QUICK_CUST_CREATE) to enter new customers' information.
Navigation:
Click the Create New Customer/Contact link on the Customer Search page, Customer Summary page, or Customer Summary - Detail page.
Note:
A new customer can have only one contact and address, and they must have the same sold to, ship to, and bill to address.
| Field or Control | Description |
|---|---|
|
SetID, Name, and Address Description elements, descriptionsaddress description (additional customer information) |
These fields are required. |
|
Template Customer elements, descriptionstemplate customer (additional customer information) |
Populates additional fields in the customer tables that are not entered on this page. |
Enter Contact Information
| Field or Control | Description |
|---|---|
|
Create Contact |
Select to create a contact after saving the page. |
|
Add User |
Click the Add User link to access the Contact User Profile page and enter information if the contact will be accessing self-service transactions. This link is available only if you set up the roles that the user can grant on the Role Grant page. |
|
Add Credit Card Information |
Click the Add Credit Card Information link to enter a credit card for the contact. |
Enter Customer Information
| Field or Control | Description |
|---|---|
|
Create Customer |
Select to create a customer after saving the page. |
|
Customer ID |
Enter an ID or leave blank to have the system assign a value. |
|
Cust Char10 A and Cust N12.3 A elements, descriptionscust char10 A (additional customer information) elements, descriptionscust N123 A (additional customer information) |
Enter user-defined information about the customer in these fields. |
|
Country |
Address fields are dependent on this field value. Enter the address information for the new contact customer. You should add the address information at this time. |
|
Save New Customer/Contact |
Click to save the new customer. The new contact ID and the new customer ID are based on settings from the Automatic Numbering page. |
|
Geocode |
If you are using a third-party tax provider, you must click the Geocode Lookup link to retrieve the geocode. |