How To: Create New Trade Customer

  1. Open a Customer screen (show me how).
  2. Press Ctrl+N or click the New item icon is the button bar's NEW button .
  3. If you are a licensed KPAF (Khaos Control Postcode Address File) user, click the postcode lookup button The postcode lookup button or press the F4 key.
    • Type the postcode in the Search box and press Enter.
    • Type the house number in the # box and click OK.
      Note: The address will be automatically entered in to the new customer dialog box.
  4. Enter the following details in the relevant field (the field names below that are in bold are compulsory):
    • The URN (Unique Reference Number) is the next sequential number generated by KhaosControl. The URN can be entered manually (by typing over the suggested value) or left as the next default number.
    • Enter the company name.
    • Enter the company website address.
    • Enter the company's primary contact details in the title, forename and surname fields.
    • Enter the job title of the company's primary contact.
    • Enter the mobile phone number of the company's primary contact.
    • If you have not purchased KPAF, you will need to manually enter the address including address line 1, town and postcode in the relevant fields.
    • Enter the company's telephone number.
    • Enter the company's fax number.
    • Enter the company's email address.
      Note: the system will check that the email address is valid i.e. it contains no spaces and has the correct syntax [TEXT]@[TEXT].[TEXT].
    • Select the company's trading country from the drop-down list.
    • Select the company's class as Trade from the drop-down list.
    • Select the company's type from the drop-down list.
    • Select the mailing type for the company (e.g. our use and no 3rd parties) from the drop-down list.
    • If the company quotes a Keycode, select the required source Keycode from the drop-down list.
    • To add the company to a price list, select the required price list from the drop-down list.
    • Tick the Mailing List checkbox if you wish to add the company contact to the email subscribers list. This will tick the E-Mailing List Subscriber checkbox in the [ Customer | Detail | Address ] tab.
  5. Click on OK to save the record.

Notes:

  • Trailing spaces are trimmed on contact and address fields when the new record is saved.
  • The system will prompt you if you've not added either a mobile or telephone number.

See Also


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