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This text refers to program version 4.3  

Entering a Customer

To enter a new record in the Customer register, click [New] in the Button Bar or use the Ctrl-N (Windows and Linux) or ⌘-N (Macintosh) keyboard shortcut. Alternatively, highlight a record similar to the one you want to enter and click [Duplicate] on the Button Bar.

The 'Customer: New' window is shown, empty if you clicked [New] or containing a duplicate of the highlighted record.

Since the amount of information stored about each company will not fit in a single window, the Customer screen has been divided into four cards. At the top of each is the header. This contains the Customer Number, Short Code, Customer and Supplier Categories, Customer and Supplier check boxes, Name and Department. There are four named buttons ('tabs') in the header.

By clicking the tabs you can navigate between cards. The header is always visible, as a reminder of the Customer you are working with.

The entry of Customer information often requires reference using 'Paste Special' to settings entered in the Sales Ledger or Sales Support modules. Where use of 'Paste Special' is appropriate, this is indicated in the text. Please click on the links for full details of a particular setting.

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