SalesGuide > Sales > Entering Transactions as the Salesperson > Entering Sales Transactions > Working with Customer Information for Sales Transactions > Selecting a Customer
Selecting a Customer
If you have Accounts Receivable installed, there are two basic ways to choose an existing customer for a transaction.
• Type the Customer Number in the Customer field and press ENTER.
• With focus in the Customer field, double-click or press the F5 key to access the Lookup. Then choose the customer for this transaction.
If the customer for this transaction isn’t already in the system you can add them on the fly.
To add a new customer for this transaction:
1 In the Customer field, double-click or press F5 to open the customer Lookup.
2 Click the Add button in the Customer Lookup window.
3 Follow the instructions on how to add a new customer in Creating Your Customer Accounts.
Published date: 11/22/2021