Click on the 
option in the New Customer section on the Warranty Registration/Equipment Transfer pages. A pop-up window is shown which lists all existing customers.
Click on the Create Customer button. The Create Customer tab is shown.
While registering warranties or generating equipment transfer reports for a dealer's inventory, you can access the address book of the dealer who owns the inventory in the stock or retail. The address book allows you to search for existing customers, create new customers or update existing customers.
When you are registering a warranty or generating an transfer report for an equipment, you have an option to either choose an existing customer or create a new customer. You can also edit details of an existing customer and select that customer.
To create a new customer,
Click on the option in the New Customer section on the Warranty Registration/Equipment Transfer pages. A pop-up window is shown which lists all existing customers.
Click on the Create Customer button. The Create Customer tab is shown.
The Create Customer page is divided into two sections, Customer Details and Address Details for ease of navigation. These sections are collapsible, meaning, you can hide the fields under a section by clicking on the section header. Likewise, you can view the hidden fields under a section by clicking on the section header of that section.
In the Customer Details section, enter the following details:
Customer Type: This field captures the customer type of the end customer. The customer can either be an individual or represent a company. Select the appropriate radio button to select the customer type for your customer.
The two options available are: Individual and Company. Depending on the customer type, you will need to provide various details about the customer, like company name, corporate name, contact person for the company, etc.
Name: Name of the individual end customer.
Company: In case you have selected Individual as the customer type, enter the name of the company associated with the individual here. If the customer type is Company, then enter the name of the company here.
Contact Name: This field is displayed only if you have selected the option Company. Enter the name of the individual who represents the company.
Corporate: This field is displayed only if you have selected the option Company. Enter the name of the corporate associated with the company.
In the Address Details section, enter the following details:
Address Type: Use this drop-down to mention the kind of address provided by the customer. If the customer type is Individual, then the options available in this drop-down field are: Home and Work. If the customer type is Company, then the options available here are: Shipping and Billing.
Mark as Primary: If this address is the primary address of the customer, then check this check-box. You can have only one primary address per customer.
Address: Enter the complete mailing address of the customer. You can view the location on a map by clicking on the Google map widget alongside this field.
Country: Use this drop-down field to select the country of the customer.
State: Use the drop-down field to select a state name. The options in this field depend on the country selected by you.
City: Use the drop-down field to select a city name. The options in this field depend on the state selected by you.
ZIP: Use the drop-down field to select the zip code of the location. The options in this field depend on the city selected by you.
Email: Enter the email address of the customer.
Phone: Enter the contact number of the customer.
Fax: Enter the fax number of the customer.
The following actions are available on this page:
Show All Address: Clicking on this link will display all addresses associated with this contact.
Add New Address: Clicking on this link will display a new set of address fields and allows you to create a new address for this customer.
Save: Clicking this button will save this customer details in your address book.
Save and Select: Clicking this button will save the details about this customer and select the same customer for the WR or ETR form.
Cancel: Clicking on this link will close the Create Customer tab without saving any details entered by you.
To update details of an existing customer,
Click on the option in the New Customer section on the Warranty Registration/Equipment Transfer pages. A pop-up window is shown which lists all existing customers.
Click on the Edit link. The Update Customer page is shown.
You can edit any details on this page.
Click Cancel to close this page without saving any data entered by you.
Click Save to save the changes made by you.
Click Save and Select to save the changes made by you an also select this customer for the WR or ETR form.
A success message will be shown confirming your action. The message will hide itself and the current page will be closed.