Scrap Dragon Help
Adding Customers
| Frequently Asked Questions > Adding Customers |
A few methods exist to add customers into Scrap Dragon.
The first method exists by navigating to the Back Office. Back Office > Master Files > Customer > Customer Master. Once there, click the 'Add' button on the bottom of the screen. This will bring up all the fields that are available to edit. At this time, it is possible to either manually enter the necessary data, or, if you have the drivers license scanner, insert the drivers license into the drivers license scanner and the fields will populate automatically. If your drivers license scanner is not set up, click here to learn how to do so. Click 'Save' after entering the information.
A second way to add customers is actually within ticket processing. While in ticket processing, click the yellow 'Ticket Info' button on the bottom of the screen in the middle. Click the Customer button at the top-left portion of the screen. This will pull up the customer lookup screen. At this time, it is possible to select a customer by finding him in the customer lookup or to add a new customer by clicking the "New Cust' button in the lower left corner of the screen. If 'New Cust' is pressed, it is possible to either manually enter the necessary data, or, if you have the drivers license scanner, insert the drivers license into the drivers license scanner and the fields will populate automatically. If your drivers license scanner is not set up, click here to learn how to do so. Click 'Save' after entering the information.