This article will explain how to create / add a New Customer Record to Blackpurl and also advise how to edit a Customer Record if the customer's details change ie address
Add a New Customer Record to Blackpurl
- From the Blackpurl Header > Click >
- Complete the relevant details on the Create New Customer window and then click on
If any Additional information fields are selected and used, they will appear in the top half of the Customer Record
- Once you completed the Create New Customer you have the options of:
This will allow you to add a Customer Owned Unit attached to this new Customer Record
This will take you to the Add a New Customer Owned Unit window for you to complete
OR
This will allow you to just create a new Customer Record
Then the Customer Record will load for you to review
TIP: If your Customer is exempt from certain taxes, please review our article - Introduction of Account Type (includes the control of tax exemptions)
How to edit a Customer Record
It may become necessary to edit / change details on a Customer Record ie a new address or phone number etc
Navigate to the relevant Customer Record and click on
This will open up the EDIT window for you to make your changes - once you have made your changes - don't forget to click on SAVE