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This text refers to program version 4.0  

Entering a Customer

To enter a new Customer, click [New] in the Button Bar or use the Ctrl-N (Windows and Linux) or ⌘-N (Macintosh) keyboard shortcut. Alternatively, highlight a Customer 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 Customer.

Since the amount of information stored about each Customer will not fit in a single window, the Customer screen has been divided into seven cards. At the top of each is the header. This contains the Customer Number, Short Code, Customer Category, Name and Department. There are seven 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 other modules. Where use of 'Paste Special' is appropriate, this is indicated in the text together with the module in which the setting is to be found. Please click on the links for full details of a particular setting.

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