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A 'Customer' in Pilot ERP is anyone to which your company provides goods or services.
Customers are presented in a list format under the Sales | Customers screen. The list contains the customer name and additional information about the customer and can be printed or saved to a spreadsheet.
To create a new Customer:
| 1. | Go to the Customer screen under the Sales menu. |
| 2. | Click 'New Customer' at the top left of the Customer screen. |
| 3. | Pilot will automatically provide you with the next sequential customer number. This is used to identify the unique customer. You can continue on or change the customer number/code to suit your naming method. |
| 4. | In the Name field, enter the name of the Company or individual. This name will appear on all orders, shipments, invoices and reports for that customer. |
| 5. | Complete by entering the customers main billing address and contact information. If the customer has a shipping address different from the billing address, you can enter it into the Ship To tab on the customer card. |
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