Adding a Customer

Overview

This document will show you how to add customers to the Point of Rental software.

Topics included in this article

Adding a Customer
Creating Required Fields

Here's how to get there:
Expert: Program Menu > File Maintenance > Customer File
Elite: Gear icon > File Maintenance > Customer File

The following screen will be displayed:

Adding a Customer

1. Click on the Add Customer button.

2. A blank customer record similar to the one below will appear:

The following fields are required to be filled in:

Key - Each key has to be unique. Typically for Account Customers, this is an abbreviated form of the Customer Name and for Cash Customers, this is usually a phone number.

Name - The Customer or Business Name.

Record Type - Assigns a customer record as an individual or as a business. If an individual, there are separate fields for first and last name.

Status - This is where you mark the customer as Account or Cash.

The rest of the fields are preferential on your part.

Note: If you have a cash customer and they apply for an account and have open contracts, there will be a prompt asking if you want to convert their contracts to an Account.

Additional suggested fields:

Email - The recommended use of this field is for individual emails (non-business). Business customers should have their emails set up on the contacts tab with the appropriate department for each contact.

Zip Code - Once you type in the Zip code it will auto-fill the City, State.

Address - This is needed for label and invoicing purposes.

DL No. - This has to be unique; usually a phone or driver’s license number.

Phone - Not required, but suggested to have at least one number.

Creating Required Fields

Here's how to get there:
Expert: Program Menu > Security > File and Field Security > Customer File
Elite: Gear icon > Security > File and Field Security > Customer File

1. You will be met with the screen below. Press OK.