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There are a few pages on which to enter details when adding a new customer or editing a customer.

The first is the General tab where you will enter address, identification details, account details, and certificates for a customer.

Note: At the top right, select the Type of Customer, set this customer to Active or Inactive. The Bar Code may be used for bar code maintenance or you may set up your own unique identifier to use in this field.

The four tabs on the General page are:

1. The General tab where you enter the customer name and address, identification, account details  and select the type of customer. 
2. The Identification tab is where you will enter the identification details. Enter the ID details. Most of this information will be automatically populated when the ID is scanned.
3. The Account tab contains account information. The Checkboxes on the left must be selected to enable the customer for the type of service they provide. Do you buy from the customer? Do you sell to the customer? Select each checkbox that applies to the customer. Select the currency this customer is paid in. Select the home yard for this customer. Created in Yard is automatically populated. On the Account tab, select the modules that apply to this customer. If the correct modules are not set here, users will not have access to them. If the customer is a customer from whom you purchase material, for example, be sure to select Buy From. You may also specify the yards.
4. When you select a certificate the line item opens where the details are viewed. The Certificates tab is used to add and view certificates for this customer. Select the certificate type, add the certificate number and expiration date. Select the Is Application checkbox, set the Status to Active when you have finished adding the certificate information. Select the Batch Print checkbox if this certificate is to be batch printed. The Status is automatically set to Pending until until changed by the user.

Button	Description
	View the existing scans.
	Save the scans.
	Export the driver’s license image.
	Send an email to the customer.
	Save the current customer information.
	Add a certificate.
	Close the current module/screen.

 

 

 

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