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If this is a new customer, under the ; you can configure the Customer ID assignment behavior in the Global Options menu under the Misc tab > Customer ID Algorithm.
General view, start by assigning an ID, either by manually entering a number or using the Generate Customer ID button to automatically add the next available ID number...
General
This view is used to enter in basic information about the customer. The most commonly used fields and settings are:
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This view is used to configure Shipment behavior for this customer, for both On-Demand and Routed work, and what options are available to them when they place an order through the Client Portal. The most commonly used fields and settings are:
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