HansaWorld FirstOffice Start   >> Base Registers   >> Customers and Suppliers  

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This text refers to program version 4.3  

Entering a Customer or Supplier

To open the Customer register, click the [Customers] button in the Master Control panel. You can also use the Ctrl-6 (Windows and Linux) or ⌘-8 (Macintosh) keyboard shortcuts.

The 'Customers: Browse' window is opened, showing all Customers already entered.

To enter a new record in the Customer register, click [New] in the Button Bar or use the Ctrl-N (Windows) or ⌘-N (Macintosh) keyboard shortcut. Alternatively, select 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 with a copy of the copied record. Complete the Customer record as appropriate, then save it using the [Save] button and close the window by clicking the close box. Then, close the browse window using the close box again.

Since the amount of information stored about each company will not fit in a single window, the Customer screen has been divided into three cards. At the top of each is the header. This contains the Customer Number, Customer and Supplier Categories, Customer and Supplier check boxes and Name. There are three 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 Customer screen is described field by field on these pages:

• Header,
  

• 'Contact' card,
  

• 'Terms' card; and
  

• 'Account' card.

The entry of Customer information often requires reference to settings using 'Paste Special'. Where use of 'Paste Special' is appropriate, this is indicated in the text. Please refer to the Settings section of these web pages for full details of each setting.

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