Customer Basic Procedures

A buyers list is a list of authorized buyers. The names in the buyers list displays in order entry. To use a buyer's list, you must set up the customer as requiring authorized buyers. To do this, enter a B, L, or M in the P/O Required box in the Customer Order Entry tab. For details on making changes to the boxes in the Order Entry tab, see Order Entry Window Definitions.

  1. Double-click graphics\CUSTOMERICON16.gif. The Customer window opens, displaying the information for the last customer used.

  2. Select the customer account to add a name to a buyers list. If you need instructions, see Selecting a Customer.

  3. Click the Buyers Manifest tab.

  4. Right-click in the Authorized Buyers box and select Add Buyer.

  5. An empty box appears. Type the name of the buyer to add in this box.

  6. After you enter the name, press Enter.

  7. If needed, you can continue adding names to the buyers list, using the above instructions.

  8. Click graphics\SAVE-SMALL16.gif to save the new name(s).

See also:

Changing a Name on a Buyers List

Deleting a Name on a Buyers List