Prerequisites

• Access to the File > Customer (CT001) menu.
• Created category.
• Created company.

Introduction

A customer record will always be linked to a company. That is, when we create a customer, a corresponding company will be generated automatically.

We can create a new customer record from an existing company, if said company already exists in SoftExpert Administration.

Adding a customer from an existing company

1. Access the File > Customer (CT001) menu.

2. Click on the button.

3. Click on the From an existing company button.

4. In the Company field, select the desired company.

5. In the Customer category field, select the category that corresponds to the customer.

6. Once you are done creating the customer, click on the Finish button. 

7. If you want to view the customer that has been created, click on the Customer data button.

Conclusion

When a customer is created from an existing company, the company record that had already been saved in the system is imported to the record of that customer as well.