Create Customer Location Step 6 Window

Use the Create Customer Location Step 6 to assign the Customer ID for the tenant occupying the location, if applicable. The table following the panel example describes the data entry for this step in the Create Customer Wizard.

Tips:

For general information about using wizards, see the Wizard - Introduction.
For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To display the Create Customer Location Step 6 window in the Data Entry Panel:

1. Click the Wizard Control Menu.

2. Click Create.

3. Click Customer.

4. To navigate to the step that you want to maintain:

Click Next until you reach the fields you want.
Or, click 5. Specify Tenant in the Steps Panel.

Create Customer Location Step 6 Data Entry Panel Example:

Data Entry Panel - Create Customer Location Step 6 Prompts

Tenant ID

Enter the Customer ID to assign as the Tenant ID, if there is a tenant at the location. Or, leave blank, if the location is not occupied by a tenant. (up to 12 characters)

Notes:

To search for a Customer ID to assign as the Tenant ID, click Search or press [CTRL + f].
To create a new Customer ID to assign as the Tenant ID, click Wizard or press [CTRL + w].

To complete the entries and continue to the next window, click Next.

Keyboard shortcut: [ALT + n]

For directions to the next step, click here.

To return to the previous window for re-entry, click Back.

Keyboard shortcut: [ALT + b]

For directions to the previous window, click here.