Training Lab - Customer Management - Create New Customer
Create New Customer Lab
At the end of this lab, you will be able to create a New Customer.
Before you begin
You will need to be logged onto DealerVu and be on the home page of DealerVu.
In this exercise, you will learn how to create a new customer, set their credit limit, allow them to write checks and select a shipping method to be used.
- From the DealerVu home page, click on Customer Management;
- On the Customer Filter window, click on the New customer icon;
- Enter the first and last name for this customer;
- From the drop down list for Price level, select the appropriate price level for this customer;
- From the drop down list for Tax groups, select the proper tax group for this customer;
- Enter the other appropriate information;
- Press F12 to save your changes;
- Click on the Account tab;
- Enter the credit limit of $1000.00;
- Make sure the check box for Accept Checks is checked;
- Click on the Shipping Address tab;
- Check the box that's for Same as Mailing Address;
- In the drop down box for Preferred shipping method, select the method to be used for this customer;
- Click on the Save icon to save you changes;
- Close the Customer Detail window.