Adding a New Customer

To add a new customer:

1

Select the Customer from the Virtual Terminal menu.

The Customers window displays the list of existing customers and the information about each customer in different columns.

2

Click the + Add Customer link.

The Add Customer window displays various text fields to enter the data of a new customer.

The following table provides the information to enter the data into the fields of the Add Customer form:

Field Name	Description	Required?
First Name	Enter the first name of a new customer. For example, John.	Optional
Last Name	Enter the last name of a new customer. For example, Smith.	Optional
E-mail Address	Enter the e-mail address of a new customer. For example, [e-mail]	Optional
Phone Number	Enter the phone number of a new customer. For example [phone]	Optional

The Billing Address section includes the following fields to enter the data:

Field Name	Description	Required?
First Name	Enter the first name of a new customer. For example, John.	Optional
Last Name	Enter the last name of a new customer. For example, Smith.	Optional
Phone	Enter the phone number of a new customer. For example [phone]	Optional
Street	Enter the street of a new customer. For example, Wall Street.	Optional
City	Enter the city of a new customer. For example, New York.	Optional
Select State	Select the state from the dropdown list for a new customer.	Optional
Zip	Enter the zip of a new customer. For example, 5337.	Optional

The Shipping Address section includes the following fields to enter the data:

Field Name	Description	Required?
First Name	Enter the first name of a new customer. For example, John.	Optional
Last Name	Enter the last name of a new customer. For example, Smith.	Optional
Phone	Enter the phone number of a new customer. For example [phone]	Optional
Street	Enter the street of a new customer. For example, Wall Street.	Optional
City	Enter the city of a new customer. For example, New York.	Optional
Select State	Select the state from the dropdown list for a new customer.	Optional
Zip	Enter the zip of a new customer. For example, 5337.	Optional

3

Select the Save Customer button.

The Customers window displays the information about a new customer in various columns of the list.