1 Search for a Customer By Customer ID:
1)
Select Sales/Receivables,
then select the Customers
button. The Customers window appears.
2)
Select the Find By:
Customer ID: combo box.
3)
Enter the appropriate information in the Customer ID combo box.
4)
Select the arrow of the Customer
ID combo box. The
list of customers is displayed in a list box with the best match
highlighted.
5)
Select the desired customer from the Customer ID list box. The
Customer information will populate the rest of the Customer window.
1)
Select Sales/Receivables,
then select the Customers
button. The Customers window appears.
2)
Select the Find By:
Customer Name: combo box.
3)
Enter the appropriate information in the Customer Name combo box.
4)
Select the arrow of the Customer
Name combo box. The
list of customers is displayed in a list box with the best match
highlighted.
5)
Select the desired customer from the Customer Name list box. The
Customer information will populate the rest of the Customer window.
Sales /ReceivablesàView
Find Customers By:
You can also search for customers with the
view/find customer menu found under the sales and receivables menu bar
found on the top of the screen. You
will notice menu options to find customers by:
View/Find Customers by City
View/Find Customers by State
View/Find Customers by Zip
View/Find Customers by Sales Rep
View/Find Customers by Territory
View/Find Customers by Next Call Date
View/Find Customers by Contact
In these special find screens you will also be
able to narrow your search by customer type as well.
Customer
Lists:
You can get a list of customers by TYPE or GROUP
on the right side of the screen.
Just select the group or type name and a list of all the
corresponding customers will appear in the list.
If you double click a customer in the list the customer
information will be recalled in the customer screen.
The system will warn you if you are deleting a Vendor that is used in an item record. If you edit a Vendor, all items with that Vendor
will also be changed to the new Vendor
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