Set up the default retail customer

1. At the Asset Management main menu, select Financials | Accounts Receivable | File Maintenance Menu | Maintain Customer Files. The Maintain Customer Files - Customer Selection screen appears.
2. Type in the number and suffix you wish to assign to the retail Customer (suffix should be 000).
3. Click Enter . The Maintain Customer Files - Name and Address Information change screen appears.
4. Fill in the fields as required.
5. Click Account Rec Info . The Maintain Customer Files - Accounts Receivable Information add screen appears.
6. Make any changes required.
7. Click Return . The Maintain Customer Files - Name and Address Information add screen appears.
8. Click Order Info . The Maintain Customer Files - Order Entry/Billing Information add screen appears.
9. Make sure the Warehouse code is correct.

   Warehouse: designates the default warehouse location for the customer. You can click on the Prompt button to select the warehouse from a list.

10. Fill in or change any other fields as required.
11. Click Return . The Maintain Customer Files - Name and Address Information add screen appears.
12. Click Update to save the new customer. You return to the Maintain Customer Files - Customer Selection screen.
13. Click Exit to return to the Financials main menu.
14. Click Back to Enrich to return to the Enrich main menu.
15. Select EMMS | Customer | Customers. The Work With Customers display screen appears.
16. Right-click on the new retail/miscellaneous customer and select Change. The Edit Customer change screen appears.
17. Make sure the Customer Class is set to MISC, the Miscellaneous Customer Class.
18. Change or add any other information as required.
19. Click Enter to save the changes. You return to the Work With Customers display screen.

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