Updating a Customer

Overview

This topic describes how to add or update Customers. The customer file is without question the most heavily used file in any kind of business system. It's also the most fluid, the file with the most changes. That's why, in Morning Flight, you can add or update Customers on the fly. Virtually every Customer Selection window in the program comes with its own Add and Update buttons, not just the primary one found in My Store.

Mister

Hey, Mister . . .
. . . "updating on the fly in Morning Flight?"
Good grief!

C'mon, Einsteins, be nice.
You didn't expect me to just leave it there.

Customer Selection Window

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Step by Step

1.	Click the My Store button, then click My Customers.

2.	Click either the Add button to add a new Customer, or the Update button to edit an existing one. For this demonstration, we'll add a new Customer.

New Customer Window

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1.	Enter the Company Name and Address.

2.	If necessary, click the Country button, then select the customer's country.

3.	Click the Contact tab.

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4.	Enter the main Contact's Name and other customer contact information.

If there is more than one Contact, you'll be able to add them later. The Contact you'll want to enter here is the one you're dealing with most often.

5.	To change the Salutation from "Dear Paul" to "Dear Mr. Paul", click the Salutation button. If you only need to change Gender, click the icon in the black panel.

AnimSal

6.	Click the Terms tab.

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7.	To change payment terms for the Pretzel Shop, click the Payment button.

8.	To change their tax code, click the Tax District button.

9.	We might be getting free pretzels now and then, so we'll check the Reduce Prices box, for a 5% courtesy discount.

Only Quote Sheets reflect discounts or surcharges that some customers may be entitled to. Price Sheets and Time Sheets always show the actual prices calculated by Morning Flight.