Step 2: Entering Customer Information

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 co-buyer.
• Title Infomation: contains the information that will be displayed on the title of the vehicle being purchased.
• Delivery 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 applications.

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.