Customer Basic Procedures

  1. Double-click graphics\CUSTOMERICON16.gif, type Ctrl + C, or click the Databases menu and click Customer. The Customer window opens, displaying the information for the last customer selected.

  2. Use one of the four methods explained below to find the customer o select. Click each link for more information.

Scrolling One Customer At a Time

Using the Customer Query Dialog Box

Retrieving a Customer Using a Specific Box

Retrieving a Customer Using Word Search

In the Customer Query Dialog Box

 

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Adding a Name to a Buyers List

Adding a Department

Adding a Shipping Address

Adding an Attention

Deleting a Customer

Placing a Customer on Hold

Customer History Window Definitions

Changing Customer Totals Sales History

Changing Customer Group Sales History

Changing Customer Service Quality History

Changing Customer Monthly Budget History

Viewing Customer Total Sales History

Viewing Customer Service Quality History

Viewing Customer Monthly Budget History

Assigning a Tax District to a Customer

Adding a Credit Card

Changing a Credit Card

Deleting a Credit Card

Using Credit Cards with Auto Billing

Adding an Auto Bill Item

Changing an Auto Bill Item

Setting Up the Customer Credit Tab

Deleting an Auto Bill Item

Changing a Customer

Setting Up Bill Complete Customers

Setting Up a National Drop Ship Customer

Printing Special Shipping Labels

Setting Up Freight Table Customers

Using Customer Evaluation

Customer History Window Definitions

Adding a Customer Alias

Adding a Laundry List

Adding an EDI Alias

Setting Up and Using Level 3 Processing