How to Add a New Customer

    • Brokerage Engine |
    • 0 step |
    • 51 seconds
      Navigate to Brokerage Engine and log in as a System Admin user.
      Click "Accounting" to navigate to the BE Accounting module.
      Click "Sales" in the dashboard menu.
      Click "Customers" in the dropdown menu.
      The Customers page will display all of the current customers in the system. You may click the "Show Inactive" checkbox to display users that have been deactivated.
      Click the "New Customer" button in the upper-right corner.
      The New Customer page allows you to enter a customer's contact information.
      Click and fill out the "First Name" field.
      Click and fill out the "Middle Name" field.
      Click and fill out the "Last Name" field.
      Click and fill out the "Company Name" field.
      Click and fill out the "Display Name" field.
      If a user has a nickname or other initials they want displayed you can utilize the "Display Name" field. In this example, type "Anna L".
      Users have the option to print their display name on future checks. Check the box next to the "Print on check as" field.
      Click the "Phone" field.
      If applicable, enter the customer's mobile and fax number.
      Click the "Email" field.
      Enter the customer's shipping address.
      Click and fill out the "Address Line" field.
      Click and fill out the "City" field.
      Click and fill out the "State" field.
      Click and fill out the "Zip" field.
      Next, enter the customer's billing address. Click the "Address Line" field.
      Click and fill out the "Address Line2" field.
      Click and fill out the "City" field.
      Click and fill out the "State" field.
      Click and fill out the "Zip" field.
      Click the "Notes" field to add pertinent notes about the customer.
      Click the "Save" button in the bottom-right corner to save the new customer.
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