5.1 ADDING NEW CUSTOMERS
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Four ways to add a customer:
1. Click the blue NEW button on the home screen (customers section)
2. Click the blue NEW button on any customer screen
3. Choose NEW CUSTOMER from the Actions menu
4. Click CLONE at the right of any customer screen (duplicates current record)
Options 1–3 create a blank record with the next available unique CUSTOMER ID number.
CLONE duplicates the current record with a new ID.
Cursor automatically starts in the PREFIX field on a new blank customer record.
5.2 SPECIAL CUSTOMER FIELDS
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PREFIX: Title/salutation for the customer
SAME AS BILLING link: If shipping address equals billing address, click to copy
billing info automatically.
TITLE: Appears on the same line as the customer name on printed labels — abbreviate
lengthy titles.
TYPE: Earmarks the customer (e.g., vendor, private, dealer, library). Default is
"private" (changeable in Preferences > Customers). Used in sales reports by customer type.
INVOICEE: Specifies whether invoices use the customer name or the company name.
STATUS: "Active" or inactive. The LIST ACTIVE button shows only active customers.
SOURCE: Where you acquired this customer.
TAX ZONE: Select from the drop-down; the associated TAX RATE fills automatically.
Add zones via Preferences > Invoices > Edit Tax Rates.
DIS% (Discount): Enter a routine discount percentage; automatically applied to new
invoices created from this customer screen.
RESALE NUM: Customer's dealer resale number. Toggle display on invoices via
Preferences > Invoices > Display Resale Num checkbox.
5.3 CUSTOMER SUB NAVIGATION BAR
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HISTORY tab:
- Displays all items purchased by the customer and all invoices attributed to them
- Click the right-facing arrow on any row to jump to that invoice
- PRINT CUSTOMER PURCHASES: prints a report of all purchases
- PRINT CUSTOMER STATEMENT: prints a statement of outstanding invoices
WANTS tab:
- TOPICS field: Enter keywords, topics, authors, etc. for searching later
- To create uploadable wants: enter AUTHOR and TITLE (required); refine with
additional fields to avoid unwanted notifications from listing services
- Set UPLOAD to "No" for wants you don't want to send to marketplaces
NOTES tab:
- PRIVATE NOTES: Internal use, searchable
- ENTRY DATE: Auto-filled with the date the record was created
- UPDATE: Auto-changes each time the record is edited
5.4 CUSTOMER LIST VIEW
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Behaves like inventory and invoice list views:
- Buttons along the top affect the current found group
- Click any row to open the customer detail screen
- Click a column heading to sort; Shift-click to reverse order
- Click OMIT to temporarily remove a customer from the list
MAGNIFYING-GLASS icon (far left of any row):
- Previews billing and shipping addresses without opening the detail screen
- Click the blue "BILL TO" or "SHIP TO" text to copy the address to the clipboard
(useful for thermal label printers or third-party postage software)
LIST buttons:
- PRINT LIST: prints customer contact information
- EMAIL LIST: exports email addresses of the found group to a text file suitable
for upload to ConstantContact, MailChimp, or other bulk-mailing services
5.5 PRINTING MAILING LABELS
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Supported formats: Avery 5160–5164, 5663, and 6464. Set your default label format
in Preferences > Customers.
Steps:
1. In list view, click the appropriate column heading to sort by zip code or
customer name (Shift-click to reverse sort order)
2. Click PRINT LABELS
3. Select billing or shipping address type
4. BookHound previews the addresses on screen
5. Click the light-blue CONTINUE button at top right to open your printer's setup
(click Cancel to return to the list view without printing)