User Guide

Lesson V—Accounts Receivable
Entering a Quote
115
5 With the cursor in the Customer ID field, type ARMSTRONG-01 and press
e. The cursor moves to the Name field.
6 Type Armstrong Manor and press e.
Since this is a new customer and we are only entering a quote at this
time, the customer is considered a prospect. Once an actual sale is
recorded, the prospect can be converted to a real customer. Separating
customers from prospects makes sorting and filtering reports easier to
manage. Also, if the prospect ends up never using our services, it can be
deleted or purged easily.
7 Select the Prospect check box in the header information section (there
should be a check mark in the box).
8 Our principal contact at Armstrong Manor is Rodney Potter. Type the
name and press e. The cursor moves to the Bill to Address drop-down
list.
Customers can have several addresses. One is a billing address and the
others are shipping locations. You can have up to nine different shipping
addresses.
9 Press e and type the following billing address:
2200 Jimmy Carter Blvd
Building A
Norcross, GA 30092
If the customer has a different shipping address, you could return to the
Bill to Address drop-down list and select Ship to Address 1. However, we
are going to use just one address for now.
10 After entering the address, move your cursor to the Sales Tax field. Select
the magnifying glass button. The Sales Tax lookup list displays.
In our sample company we have entered five sales tax codes to use based
on the location of the customer sale.
The billing and shipping addresses can be assigned separate sales tax
codes. You can have customer branch offices in several areas, each with
their own sales tax requirement. To select a tax location, choose the
billing or shipping address, and then select its respective sales tax code.
11 Double-click GAGWINN—Gwinnett County Sales Tax for the Bill to Address.
The cursor moves to the Customer Type field.
In the Customer Type field you could enter a classification for your
customers. You can set up unique customer types for your own
company. In our sample company, properties use the LAND customer
type.