Customer Add Page

The Customer Add Page allows you to add an adult customer.
Sites can add adult customer records. This feature allows a global search for adults. This allows you to search to see if an adult who is to be added is already in the Central Office database. They may be currently setup at a different site. If that is the case, you could call the Central Office and have them transfer them to this site. If the record is not already entered at the Central Office, you can create an Adult customer record with grade AD and status Adult.

Last Name
Enter the last name of the customer.

First Name
Enter the first name of the customer.

MI
Enter the middle initial of the customer. Only one character is allowed. For Adult customers, only in v2.5.2 and higher, the name fields are editable.

Customer ID
Enter the ID of the customer.

Alternate ID
Enter the alternate ID of the customer.

Bar Code
This field is a supplemental ID that needs to be unique within a site, but not necessarily throughout the district. It is printed on each customer's WinSNAP access card or bar code roster. The POS system can use either the Bar Code or the Customer ID to access the customer's information. Often, it is the same as the customer ID.

Homeroom
Enter the customer's homeroom. This is helpful at the POS during meal sessions if the customers come to meals based on the homeroom they are in.

Grade
Enter the customer's grade. This is a required field. This field will be filled in with "AD" if this is an adult record. This field will default to a grade of "AD".

Status
This field will be filled in with "Adult" if this is an adult record. This field will default to an eligibility status of "Adult".

Birthdate
Enter the customer's birthdate.  

Bus Code
Enter the code for the bus on which this customer arrives at the daily site.

Attendance Status
Indicates if the customer's attendance status is enrolled or withdrawn. The field defaults to Enrolled.

Record Code
Indicates if the customer's record is active, inactive, or used by the program (system). The field default is Active.

Save Button
Click the Save button to save any changes and add this record.

Reset Button
The Reset Button clears any changes that were made to this page.

Cancel Button
Select the Cancel Button to cancel any changes made to the record. The changes will not be saved and you will return to the Customer Select page.