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Select or Add a Customer

1. Navigate to the Customer Look-up window.

   1. Log In to the Data Center Application to display the Data Center ribbon menu.

   2. Complete one of the following procedures as appropriate to display the Customer Look-up window.

      • Click the Select Buyer button on the Firearm Sale screen when documenting a firearm sale.
      • Click the Select Seller button on the Firearm Purchase screen when documenting a firearm purchase.
      • Click the Select Buyer button on the Firearm Trade screen when documenting a firearm trade.
      • Click the Select Party button on the Inbound Consignment screen when documenting an incoming firearm consignment.
      • Click the Select Party button on the Inbound Consignment Return screen when documenting the return of a consigned firearm to the original consignee.
      • Click the Select Customer button on the Transfer In screen when documenting the an incoming firearm transfer.
      • Click the Select Customer button on the Transfer Out screen when documenting the an outgoing firearm transfer.
      • Click the Select button on the Start Customer 4473 screen when initiating an electronic 4473 form for a customer.
      • Click the Select Customer button on the New Gunsmithing Work Order screen when creating a gunsmithing work order.
      • Click the Select Customer button on the New Work Order screen when creating a non-firearm work order.

   

2. Complete the following procedures as appropriate to identify the customer:

   Add a New Customer	Click the Add New Customer button to display a blank Customer Information window. Continue with the procedure below.
   Select an Existing Customer	Complete either of these procedures to display all matching results: Enter the customer's phone number in the Phone field. Enter all or part of the customer’s last name in the Last Name field and press the Enter key. Double-click a customer name to display the customer's Customer Information window. Continue with the procedure below.

3. Enter/edit Customer information in the window as needed.

   Note: Required fields and settings are displayed with red borders.

   Note: If the customer has a government-issued ID, click the Scan button to scan it and automatically fill certain fields.

   First Name	Enter the customer's first name.
   Middle Name	Enter the customer's middle name.
   Last Name	Enter the customer's last name.
   Country	Select the country from the drop-down menu.
   Address	Enter the street address.
   City	Enter the city.
   State	Select the state (or other) from the drop-down field. (The field also accepts PR, GU, MP, VI, AS, AA, AE, and AP.)
   Postal Code	Enter the postal (ZIP) code.
   Phone Number	Enter the entire (xxx-xxx-xxxx) phone number.
   Date of Birth	Enter the customer's birth date (mm/dd/yyyy) or Select a Date with the calendar button.
   Email Address	Enter the entire email address.
   FFL Number	Enter the customer's FFL number.
   ID #1 Number	Enter the ID number.
   ID #1 Source	Select the ID source from the drop-down menu.
   ID #1 Expiration	Enter the ID expiration date (mm/dd/yyyy) or Select a Date with the calendar button.
   ID #2 Number	Enter the ID number.
   ID #2 Source	Select the ID source from the drop-down menu.
   ID #2 Expiration	Enter the ID expiration date (mm/dd/yyyy) or Select a Date with the calendar button.
   ID #3 Number	Enter the ID number.
   ID #3 Source	Select the ID source from the drop-down menu.
   ID #3 Expiration	Enter the ID expiration date (mm/dd/yyyy) or Select a Date with the calendar button.

4. Click the Submit button.