- [Instructor] We've entered general information
for the customer's company,
but we have no contact information.
There are two more tabs for that,
the contact persons and addresses tab.
Let's add in all of our contact information.
Click on the contact persons tab here,
and this is the tab for people you'll be contacting
during or after a sale.
Click on addresses,
and that's where you're going to be doing
the billing to and ship to information.
So you can sort of think of addresses as the where,
and the contact people as the who.
I'm setting up the Midwest regional account for Huli Pizza.
So I have one contact, Nova Aloha.
Nova's office is where we'll bill to,
and I'll have three restaurant locations,
Chicago Streeterville, Chicago Andersonville,
and Indianapolis that I will ship to.
So I'm going to go to contact persons
and you'll see it says here define new.
Once I click that,
the right side fields are now ready for an entry,
and I'm going to start with the contact ID.
This can be an ID number if you wish,
but I like giving a name.
So I'm going to put in here Nova Aloha,
and then under that I have our first, middle, and last name.
She only has a first and last,
so I'll hit tab and put Nova,
and then last is Aloha.
She doesn't have a title, but she does have a position
of regional manager.
And then I get to the address, and for contacts,
the address is going to be one full line.
So it will be 5733 North Ashland Avenue,
Chicago, Illinois, 60660.
And I have a telephone number.
This can be the same number
as what's going to be on the general tab.
It may be a different number if it's a direct line,
so I'm going to just go down here.
She only has a mobile phone that we know of.
So we're going to put that in
as (773) 555-1212.
And if I wanted to put that office number in here,
which could be there, I can put that in there too
if I wanted to, (312) 555-1212, like that.
And there's other fields here for various personal details.
You can fill those out as you wish.
You'll notice on the bottom,
if you want to block sending marketing content,
you can do that here.
You can also click active or inactive for a contact person,
and all the way over here,
you'll see a button that says set as default.
You'll notice Nova is in bold.
This is your default contact.
That default contact shows up in general
as your contact person.
We only have one contact person,
so that's all we've got here.
So now let's go over here to address this,
and this is the wheres.
I need to add billing and shipping information as well,
and Nova has all the bills come to her,
so I've clicked addresses,
and I'm going to now go to define new for the bill to,
and it comes up here.
And I'm going to put bill to and ship to
have lots of address fields.
Yours may look different from some of these,
which may be hidden or not used.
So the address ID will be who you will be sending this to.
So I'm going to use Huli Pizza Company here,
and the next two addresses,
I'll put Huli Pizza again,
and then Midwest region.
We have a street address of 5733 North Ashland Avenue,
and block would be for the second line of address,
such as suite 200.
Now you can fill out the rest of this if you wish.
Very often, products are sent to the same address
as billing, so if you click on the bill to name here,
you'll notice a button on the bottom here
that now lights up,
and you can just actually copy it by clicking it
and it copies it directly to the ship to,
and you've already got your first ship to in here.
Now I'm going to go ahead and add a couple more of these
so that we have the Andersonville
and the Indianapolis store
and the other Chicago store.
I now have three ship to addresses
and one bill to address for the business partner.
With that in place, we can move on to the accounting tabs.