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2. New Customer

Reference Number: AA-00572 Views: 2155 Created: 2011-12-05 17:52 Last Updated: 2017-12-01 10:12 0 Rating/ Voters

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New Customer tab

Add a new customer

 

New Customer tab

The New Customer tab is where you can add new customer records to be used for quotations and bookings.

 

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Add a new customer

1. Open the Reservations menu.


2. Click "Customer Maintenance".

 

3. On the Customer Maintenance page, click the "New Customer tab" to open the New Customer page.

 

4. On the New Customer page (see Fig. 1), enter the customer's details. The fields on the New Customer page are the same as those on the Customer Details section of the Reservation Details page. See The New Reservation page article for a description of each field.

 

5. Click "Submit" to save the new customer record.

 


Fig. 1. The New Customer page

 

To edit or delete existing customer records, see Edit a Customer Record and Delete a Customer Record.

 

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