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How to Add a New Customer
Brokerage Engine |
0 step |
51 seconds
Navigate to Brokerage Engine and log in as a System Admin user.
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Click "Accounting" to navigate to the BE Accounting module.
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Click "Sales" in the dashboard menu.
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Click "Customers" in the dropdown menu.
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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.
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Click the "New Customer" button in the upper-right corner.
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The New Customer page allows you to enter a customer's contact information.
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Click and fill out the "First Name" field.
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Click and fill out the "Middle Name" field.
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Click and fill out the "Last Name" field.
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Click and fill out the "Company Name" field.
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Click and fill out the "Display Name" field.
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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".
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Users have the option to print their display name on future checks. Check the box next to the "Print on check as" field.
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Click the "Phone" field.
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If applicable, enter the customer's mobile and fax number.
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Click the "Email" field.
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Enter the customer's shipping address.
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Click and fill out the "Address Line" field.
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Click and fill out the "City" field.
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Click and fill out the "State" field.
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Click and fill out the "Zip" field.
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Next, enter the customer's billing address. Click the "Address Line" field.
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Click and fill out the "Address Line2" field.
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Click and fill out the "City" field.
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Click and fill out the "State" field.
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Click and fill out the "Zip" field.
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Click the "Notes" field to add pertinent notes about the customer.
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Click the "Save" button in the bottom-right corner to save the new customer.
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