Creating and Maintaining Consumers

Use the Consumers form to create, updated, and delete consumers and related information. A consumer is the end user or recipient of a unit. A unit can be sold to one customer and distributed to another. This "other" customer is the consumer. Each time the unit changes hands, the previous and current consumer is stored in the Consumer History file. To add a new consumer, select Actions > New.

Specify these fields for the new consumer or when updating an existing consumer:

  1. Specify this information in the Header section:
    Consumer
    Specify a consumer. A consumer is the end user or recipient of a unit. Even though a unit may have been sold to one customer, it may have been distributed to another customer. That "other" customer is the consumer.
    Consumer Ship To
    Select the Consumer Ship To location. If the field is left blank, the zero ship to location is the default value.
    Customer
    Select a customer.
    Name
    The description field associated with a consumer.
  2. On the Contact tab, specify the name of the contact person and related contact information.
  3. On the Address tab, specify the address information for the consumer.
  4. Save your changes.
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