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KFS enables users to auto-generate new customer account numbers and store customer biographical information , like addresses, phone numbers, customer type, tax ID, etc.

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• The customer name must be entered using the following format: last name, first
  Last Name, First name.
• A customer account number will be auto-generated and consist of the first 3 letters of the last name and 4 to 5 numerical digits.
  • For example, the customer account number for a customer named John Doe would be DOE12345.

Customer accounts should not have special characters in the first 3 digits.

• For example, the customer name C&S Distributors has an ampersand (&) for the second character. You would thus In this case, enter their customer name as ‘Distributors Distributors C&S’S.
• Customers who have special characters in their account number will affect reporting when running reports in Web FOCUS.

If you are setting up a new customer which is an organization, use the organization name as the customer name , instead of the name of the organization’s contact.

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Before you create a new customer, you must search KFS to verify that the customer does not already exist.

For example, before creating a new customer for Mansfield Supply, you would click into the customer name field and enter the name

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or a portion of the name surrounded by asterisks.

To confirm that there is not an existing customer in KFS,

1. Navigate to “Accounts Accounts Receivable & Cash.”
2. Click on Customer.
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3. Click within the Customer Name field. 
4. Enter the customer's name. For example, in the image below (shown in Step 6), *Mansfield* is entered for the customer name.
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   1. Click the ‘All’ All radio button to view all accounts (active & inactive).
   2. Click Search. If the customer exists, results will appear below the Search window.Within the Search window, you have two Action options: Edit and Report.
      1. To edit the customer bio, click ‘Edit’.
      2. To view the customer's transaction history, click ‘Report’.
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