Entering Customer Information

Entering Customer Information (6425)

You enter the customer information by choosing from the Customer QuickChoose list or by typing the customer listing. Big Business fills in the customer name, address, salesperson, ship method, and terms from the Customer Card.

With the exception of the customer terms, you can change the information that is automatically filled in. These changes apply only to this quote; they aren't applied to the Customer Card.

Two fields are optional and need to be filled in by hand:
• The Customer Reference Number field can be used to enter a purchase order
number or similar number that the customer uses to keep track of orders.
• The Department field lets you keep track of which department of your business
generated the quote.


  Chapter 3 Customer

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