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      <div class="WebWorks_Breadcrumbs" style="text-align: left;">
        <a class="WebWorks_Breadcrumb_Link" href="sales.7.1.htm#1095810">Sales </a> &gt; Creating a customer card</div>
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      <blockquote>
        <div class="hs_SectionHeading"><a name="1095810">Creating a customer card</a></div>
        <div class="b_Body"><a name="1095871">Before you can record a sale, you need to create a card for your </a>customer.</div>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1095874&quot;);">
          <span class="N_007eProcBullet"></span><a name="1095874">To create a customer card</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1095874", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1095874", false);</script>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
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              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">1	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1095875">Go to the </a><span class="w_Widgets">Card File</span> command centre and click <span class="w_Widgets">Cards List</span>. The <span class="w_Widgets">Cards List</span> window appears.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">2	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1095877">Click </a><span class="w_Widgets">New</span>. The <span class="w_Widgets">Card Information</span> window appears.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">3	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1095878">Select </a><span class="w_Widgets">Customer</span> from the <span class="w_Widgets">Card Type</span> list.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">4	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1095879">Select the designation of the card: company or individual.</a></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">5	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1095880">Type the customer name and press </a><span class="k_Keys">Tab</span>. Additional fields appear.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">6	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1098806">Enter a code to identify this customer in the </a><span class="w_Widgets">Card ID</span> field. For more information, see <span class="l_Link"><a href="contacts.19.15.htm#1061433">Card identification codes</a></span>.</div>
              </td>
            </tr>
          </table>
        </div>
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          <table border="0" cellspacing="0" cellpadding="0" summary="">
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              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">7	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1095889">Enter contact details for the customer. </a></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bsc_BodyStepContinued"><a name="1095890">If you want to enter more contact information, select </a><span class="w_Widgets">Address 2</span> from the <span class="w_Widgets">Locations</span> list and enter the additional details. You can enter contact details for five locations.</div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">8	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1127194">Click the </a><span class="w_Widgets">Card Details</span> tab. You can enter notes about the customer, insert a picture and assign attributes to group and sort the card.</div>
              </td>
            </tr>
          </table>
        </div>
        <table class="tni_TableNarrowIndented" style="margin-bottom: 8.0pt; text-align: left;" cellspacing="0">
          <caption></caption>
          <tr>
            <td style="background-color: Gainsboro; border-bottom-color: Gray; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gray; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top; width: 177.991937007874pt;">
              <div class="tch_TableColHeading"><a name="1127519">If you want to...</a></div>
            </td>
            <td style="background-color: Gainsboro; border-bottom-color: Gray; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gray; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top; width: 53.5152755905512pt;">
              <div class="tch_TableColHeading"><a name="1127521">See</a></div>
            </td>
          </tr>
          <tr>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="trh_TableRowHeading"><a name="1127523">insert a picture </a></div>
            </td>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="t_TableBody"><span class="l_Link"><a href="contacts.19.16.htm#1061454" name="1127530">Card pictures</a></span></div>
            </td>
          </tr>
          <tr>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="trh_TableRowHeading"><a name="1127533">assign identifiers to the card </a></div>
            </td>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="t_TableBody"><span class="l_Link"><a href="contacts.19.9.htm#1061004" name="1127540">Identifiers</a></span></div>
            </td>
          </tr>
          <tr>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="trh_TableRowHeading"><a name="1127543">assign an attribute from a custom list</a></div>
            </td>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="t_TableBody"><span class="l_Link"><a href="contacts.19.10.htm#1061021" name="1127550">Custom lists</a></span></div>
            </td>
          </tr>
          <tr>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="trh_TableRowHeading"><a name="1127553">enter additional information in a custom field </a></div>
            </td>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="t_TableBody"><span class="l_Link"><a href="contacts.19.14.htm#1061418" name="1127560">Custom fields</a></span></div>
            </td>
          </tr>
        </table>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">9	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1127337">Click the </a><span class="w_Widgets">Selling Details</span> tab and enter your selling details.</div>
              </td>
            </tr>
          </table>
        </div>
        <table class="tri_TableReferenceIndented" style="text-align: left;" cellspacing="0">
          <caption style="caption-side: top"></caption>
          <tr>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-left-color: none; border-left-style: none; border-left-width: 0.0pt; border-right-color: none; border-right-style: none; border-right-width: 0.0pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top; width: 239.13552755905562pt;" colspan="3">
              <div class="gc_GraphicsHolderCell"><a name="1127309"><img id="1127275" class="Default" src="images/sales.7.2.2.png" width="496" height="312" style="display: inline; float: none; left: 0.0; text-align: left; top: 0.0;" /></a></div>
            </td>
          </tr>
          <tr>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-left-color: none; border-left-style: none; border-left-width: 0.0pt; border-right-color: none; border-right-style: none; border-right-width: 0.0pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="trh_TableRowHeading" style="font-size: 7.5pt; text-transform: none;"><span style="color: #000000; font-family: &quot;Microsoft Sans Serif&quot;; font-size: 7.5pt; font-style: normal; font-variant: normal; font-weight: bold; text-transform: none; vertical-align: baseline;"><a name="1127315">A</a></span></div>
            </td>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-left-color: none; border-left-style: none; border-left-width: 0.0pt; border-right-color: none; border-right-style: none; border-right-width: 0.0pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="t_TableBody" style="margin-bottom: 2.0pt; margin-top: 2.0pt;"><a name="1127317">Selling </a>information</div>
            </td>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-left-color: none; border-left-style: none; border-left-width: 0.0pt; border-right-color: none; border-right-style: none; border-right-width: 0.0pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="t_TableBody"><a name="1127319">The selections you make here will be used, by </a>default, on quotes, orders and invoices that you create for this customer. You can override these selections when recording the sale. </div>
            </td>
          </tr>
          <tr>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="trh_TableRowHeading" style="font-size: 7.5pt; text-transform: none;"><span style="color: #000000; font-family: &quot;Microsoft Sans Serif&quot;; font-size: 7.5pt; font-style: normal; font-variant: normal; font-weight: bold; text-transform: none; vertical-align: baseline;"><a name="1127321">B</a></span></div>
            </td>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="t_TableBody" style="margin-bottom: 2.0pt; margin-top: 2.0pt;"><a name="1127323">Tax </a>information</div>
            </td>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="t_TableBody" style="margin-bottom: 2.0pt; margin-top: 2.0pt;"><a name="1127325">The customer’s tax information is entered here. </a>If the customer’s tax status takes precedence over that of the item or service being sold, select the <span class="w_Widgets">Use Customer’s Tax Code</span> option. </div>
            </td>
          </tr>
          <tr>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="trh_TableRowHeading" style="font-size: 7.5pt; text-transform: none;"><span style="color: #000000; font-family: &quot;Microsoft Sans Serif&quot;; font-size: 7.5pt; font-style: normal; font-variant: normal; font-weight: bold; text-transform: none; vertical-align: baseline;"><a name="1127330">C</a></span></div>
            </td>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="t_TableBody" style="margin-bottom: 2.0pt; margin-top: 2.0pt;"><a name="1127332">Credit </a>terms</div>
            </td>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="t_TableBody" style="margin-bottom: 2.0pt; margin-top: 2.0pt;"><a name="1127335">The credit terms you entered earlier appear </a>here by default. You can override them here for this customer. The credit terms entered here are used as the default terms for all sales to the customer, but can be changed at any time.</div>
            </td>
          </tr>
        </table>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">10	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1096035">Click the </a><span class="w_Widgets">Payment Details</span> tab and select the method of payment your customer will use to pay you.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">11	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1096036">[Optional] Click the </a><span class="w_Widgets">Jobs</span> tab and enter the details of each job you have started or are about to start for the customer. For more information about jobs, see <span class="l_Link"><a href="financialcontrol.20.5.htm#1087192">Jobs</a></span>.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">12	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1096041">[Optional] Click the </a><span class="w_Widgets">History</span> tab and type the dollar value of the sales made prior to your conversion month. You can also type or select the date that the contact became a customer.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">13	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1096042">Click </a><span class="w_Widgets">OK</span> to close the <span class="w_Widgets">Card Information</span> window.</div>
              </td>
            </tr>
          </table>
        </div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="href_ReferenceBlockHeading"><a name="1166918">Related Topics</a></div>
        <div class="bbi_BulletedIndented_outer" style="margin-left: 14.1732283464567pt;">
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                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="settingup.5.3.htm#1067053" name="1166922">Set up sales</a></span></div>
              </td>
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          </table>
        </div>
        <div class="bbi_BulletedIndented_outer" style="margin-left: 14.1732283464567pt;">
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              <td>
                <div class="bbi_BulletedIndented_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="sales.7.3.htm#1087120" name="1166926">Entering sales</a></span></div>
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          </table>
        </div>
        <div class="bbi_BulletedIndented_outer" style="margin-left: 14.1732283464567pt;">
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              <td>
                <div class="bbi_BulletedIndented_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="contacts.19.2.htm#1060782" name="1166930">Creating a card</a></span></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bbi_BulletedIndented_outer" style="margin-left: 14.1732283464567pt;">
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              <td>
                <div class="bbi_BulletedIndented_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="contacts.19.14.htm#1061415" name="1166934">Customising cards</a></span></div>
              </td>
            </tr>
          </table>
        </div>
      </blockquote>
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