Creating Customers within Service Orders

When you create service orders for customers that are not registered in your company, you can create the customers within the Service Order or Service Quote windows.

You need to set up customer templates before you can create customers within service orders.

To Create Customers within Service Orders:

  1. Open the Service Order window.

  2. Press F3 to enter a new service order.

  3. In the No. field, enter a number for the service order.

Alternatively, if you have set up number series for service orders in the Service Mgt. Setup window, you can press ENTER to have the program enter the next available service order number.

  1. Fill in the Name, Address and City fields for the new customer. For Help about a specific field, click the field and press F1.

  2. Click Functions, Create Customer. The Customer Templates List window appears. Browse to the relevant template and click OK.

The program automatically assigns a number to the new customer and creates a customer card. It fills in the relevant fields in the service order by copying information from the service customer template.

Related Topics

Creating Service Orders