Customer Basic Procedures

Selecting a Customer

Use the following instructions for selecting a customer:

1      Double-click the icon, 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 three methods explained below to find the customer you want to select. Click each link for more information.

Scrolling One Customer At a Time

Retrieving a Customer Using a Specific Box

Using the Customer Query Dialog Box

Return to:

Setting Up A National Drop Ship Customer

Adding a Department

Changing a Customer

Deleting a Customer

Placing a Customer On Hold

Changing Customer Total Sales History

Customer History Window Definitions

Changing Customer Group Sales History

Viewing Customer Total Sales History

Viewing Customer Group Sales History

Assigning a Tax District to a Customer

Credit Limits

Assigning a Tax District to a Customer