Step 2: Entering Customer
The Customer tab contains the
information about the buyer. There are five sub-tabs available to
hold the customer information:
- Customer Information:
contains demographic information about the buyer and
- Title Infomation:
contains the information that will be displayed on the title of the
vehicle being purchased.
Information/Notes: contains information about vehicles
scheduled for delivery.
- Credit Information (Buyer): contains information about
the buyer that would be required on credit applications.
- Credit Information (Co-Buyer): contains information
about the co-buyer that would be required on credit
To access the Customer tab section, click on the
Customer tab at the top of the window.
Use the mouse or the TAB key to move from field to field.
Data entry boxes with down arrows contain pull-down menus for easy
selection of input data. You can display a pull-down menu simply by
clicking on the down arrow.
When you have completed the Customer section, click the
Finished button with the red check mark.