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Select Sales/Receivable,
then select the Customers
button. The Customers window appears. This
is the screen where the customer list, and customer information are
managed. You can add,
edit and delete customers from this window.
On the top of the Customers
window is a row of buttons. These
buttons allow the execution of the major functions available on the Customers
window. The buttons are
Lookup, Add (new customer), Save, First, Previous, Next, Last, Delete,
Print, Import a Sales Contact, and Close.
Below the row of buttons are two combo boxes.
One combo list is labeled Find
By: Customer ID and the other is Find
By: Customer Name. Selecting
each of the combo boxes activates a pull down lists of customers.
To find a customer you can enter the appropriate customer
information in either of the combo boxes, or select the pull down
button to get a list sorted by Customer ID or Customer Name depending
on the combo list selected. After
finding and selecting the desired customer record the customer
information will populate the rest of the screen.
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