If after performing a search (see "Searching for a Customer Record") a customer does not exist in the database, you can create a new customer record for that individual.
Certain fields are mandatory and must be filled in to successfully create a new customer record. Mandatory fields display with an asterisk.
To Add a New Customer:
- Perform a search and verify that the customer does not exist in the TPWD database (see "Searching for a Customer Record"). The Search screen displays the message that no matches were found.
- Click the Click "Create a New Customer" button.
- The Customer Residency screen will appear. Click the button for either "(No) Non-Resident" or "(Yes) Resident".
- The New Customer screen appears, as shown in Figure 20.
Figure 20: New Customer Screen
TIP: Press the Tab key on your keyboard to advance to the next field.
- In the Personal Details section, enter information in each field. The Last Name, First Name and DOB fields are mandatory and must be filled in.
Field Description Last Name, First Name, Middle Name or Initial, Suffix Enter the customer's full name. For the suffix, valid abbreviations are Jr., Sr., I, II, III, IV and V.
The Last Name and First Name fields are mandatory.
Gender (M/F) From the drop-down list, select the customer's gender. Height Enter the customer's height in feet and inches. Eye Color From the drop-down list, select the color that most closely matches the customer's eye color. Hair Color From the drop-down list, select the color that most closely matches the customer's hair color.
DOB Enter the customer's date of birth using the format MM/DD/YYYY, omitting any slash marks or dashes.
This is a mandatory field.
SSN Enter the customer's Social Security Number using the format XXXXXXXXX. Do not enter any dashes, spaces or slash marks. Driver's License Enter the customer's driver's license. Select the issuing state from the drop-down list.
-
In the Residence Address section, click the Residence Address Is Foreign option if the customer lives in another country.
If the address is in the United States, go to Step 7.
If Foreign Address was selected go to Step 8, skipping Step 7.
-
In the Residence Address section, enter the customer's USA residence information. The Address Line 1, City, State and ZIP fields are mandatory and must be filled in.
After entering the residence address information go directly to Step 9, skipping Step 8.
A brief description of each field is provided in the following table:
Field Description Address Line 1, Address Line 2, City, State, Country and Zip Enter the customer's residential address, including full street address, city, state (select from the drop-down list) and ZIP Code. If the address has a suite, building name, or secondary mailing information, enter this in the Address Line 2 field.
All fields except Address Line 2 are mandatory.
Phone No. Enter the customer's home telephone number, listing the area code first. E-mail Address Enter the customer's e-mail address.
- In the Residence Address section, enter the customer's foreign residence information. The Address Line 1, City, State or Province and Postal Code fields are mandatory and must be filled in.
A brief description of each field is provided in the following table:
Field Description Address Line 1, Address Line2, City, State or Province and Postal Code Enter the customer's residential address, including full street address, city, state (select from the drop-down list) and ZIP Code. If the address has a suite, building name, or secondary mailing information, enter this in the Address Line 2 field.
All fields except Address Line 2 are mandatory.
Country Enter the country in which the customer resides.
This entry is only required for foreign addresses.
Phone No. Enter the customer's home telephone number, listing the area code or country code first. E-mail Address Enter the customer's e-mail address. -
In the Mailing Address section, if the mailing address is the same as the address entered in the Residence Address section, select the Same as Residence Address option.
Or
If the mailing address is not in the United States, click the Mailing Address Is Foreign option.
See Step 7 for a brief description of each field for a USA address, or Step 8 for a brief description of each field for a foreign address.
-
Click Continue to proceed to the Item Selection page.
If any mandatory fields are not filled in correctly, the screen displays an error message and a list of fixes. Update information as directed, until the customer is successfully added.
The new customer record is not saved until a sales transaction is completed.
Or
Click Cancel Order, located at the top of the screen, to return to the Main Menu screen without saving the customer's information or creating a new record.