Create a customer or vendor

Open or go to the Customers workspace tab.

Do one of the following:

• In the tab, right-click and click New.

• Press Ctrl+N.

• On the Home ribbon group, click New and then click New Customer.

A new customer/vendor is added.

In the new customer/vendor's Properties window, complete the property settings.

Customer ID

A unique identifier within the MES system for the customer or vendor. This entry is not editable after the customer record is initially saved.

Customer Name

The name for the customer or vendor.

Customer and Vendor options

Select these options to indicate whether the entry is for a customer, vendor, or both.

Contact Information Fields

The main address, phone numbers, and email address for the customer or vendor. Address 1 and City are required.

Cust spare 1-4

Optional, user-definable fields for this customer or vendor.

Save your changes.