Edit Customers

Menu > Company Data > Exemptions and Licenses > Customer

Use the Customer page to display and modify data about the currently-selected customer, or to add a new customer. You can also add both Exemption Certificates and Licenses associated with this customer from this page.

Edit or view a customer

1. Select the customer from the Search Results list on the Exemptions Search page.
2. Modify information using the field reference below.
3. Click Submit to save your changes.

Add a customer

1. Select Add from the Actions menu.
2. Enter the customer's data using the field reference below.
3. Click Submit to save your changes.

Delete a customer

1. Select Delete from the Actions menu.
2. Click OK to confirm the deletion.

Add a certificate for this customer

1. Select Add Certificate from the Actions menu.
2. Follow the instructions for editing a certificate.

Add a license for this customer

1. Select Add License from the Actions menu.
2. Follow the instructions for editing a license.

Export the selected customer, or all customers in the selected customer group

1. Select Properties from the Actions menu.
2. Click one of the following:
   • This Customer to export only the selected customer.
   • This Customer and All Siblings to export all customers in the selected customer group.
     
     

   For either type, certificates, certificate zones and authorities, certificate-supplied exempt reasons, limited use criteria, and products associated with the exported customer(s) are also exported.

3. Click Save.
4. Browse to or enter a file name to save to and click Save.

Once you save the file, you can re-import it. See the Importing Data page.

Use the Edit Customer Field Reference table below to enter required and optional data.

Edit Customers Field Reference
Field	Req?	Description
Customer Name	Y	The name used to identify the customer.
Customer Number	Y	The number used to identify the customer. It must be unique within a group.
DBA Name	Opt.	The name the customer does business as.
Fully Exempt	Opt.	A check indicates that all sales to this customer are fully exempt from tax. Primarily used by government and non-profit customers; Overrides tax calculation for this customer. Use with caution. Use only for customers who have exempt status but do not have any associated exemption certificates.
Primary Place of Business Section
Address	Opt.	The customer's address. Three address fields are available.
City	Opt.	The city in which the customer is located.
State	Opt.	The state in which the customer is located.
Post Code	Opt.	The ZIP or postal code in which the customer is located.
County	Opt.	The county in which the customer is located.
District	Opt.	The district in which the customer is located.
Province	Opt.	The province in which the customer is located.
Country	Y	The customer's country. If the Country is US, you can use the Complete button to help auto-complete the address after entering any desired Post Code, State, City, and County information.
Phone	Opt.	The customer's phone number.
Contact Section
Name	Opt.	The customer contact name.
Title	Opt.	The title of the customer contact.
Dept	Opt.	The department of the customer contact.
Email	Opt.	The email address of the customer contact.
Phone	Opt.	The phone number of the customer contact.
FAX	Opt.	The fax number for the customer contact.
Comment	Opt.	Any descriptive text about this customer.