Create a Private Customer
BEFORE YOU CREATE A NEW CUSTOMER PLEASE READ THIS: Customer Not Found
From the Worksheet Screen
While on the worksheet screen Click in the Customer box in the upper left area of the screen. Click on the "Add New Customer" button to open the New Customer dialogue shown in the section of that name below.
From the Customers Search screen (ccessed via the shaking hands icon), Click on the + symbol to open the New Customer dialogue shown in the section of that name below.
From the Customer Search Screen
New Customer Dialogue
In the New Customer Dialogue, the Customer # and Business Name are required and additionally the Customer # must be unique for your dealer organization. If a customer number you attempt to use is rejected that means the customer exists in the system already and you just need to request access to that customer. see Customer Creation Error-Customer Exists