Set Up a Customer

Use this procedure to set up a new customer record.

1. Click the Customers navigation aid on the Customers & Sales Navigation Center and select New Customer.

   Tip: From any task (transaction) window, you can type + or double-click inside the Customer ID field to set up a new customer.

2. On the Maintain Customers/Prospects screen, enter a new customer ID, and complete the necessary information. You can use the Setup Advisor located on the right-hand side of the screen as a guide. Tell me more about this window and its fields.
3. When you're finished filling in the information, click Save.