When you create customer records, you must identify from which of your branches the customer can order products. For example, if the customer lives in Oregon, you may not, as a rule, want him to purchase product from your branch in Florida if you have a branch in Utah that carries the same items.
Note: If you would like to be able to bend this rule, ask Eclipse Support about the Virtual Supplier companion product.
Assign each customer a home branch, and assign as many branches as necessary to meet the customer's purchasing needs. A customer can purchase products from an active branch, either permanently or as a one-time authorization, in the customer record.
At your branch, when performing a search in Sales Order Entry or Cash Receipts, any customer that matches the search criteria and has your branch listed as active displays in the search list.
To activate a branch for customer purchases:
From the Maintenance menu, select Customer to display the Customer Maintenance window.
In the Customer field, enter the customer's name to display the customer record.
Select Orders >AccessibleBranches hot key to display the Accessible Branches dialog box.
In the Home Branch field, enter the primary branch for this customer. This branch can be a pricing branch, a shipping branch, or both and is the branch with which the customer makes most of their purchases.
If this field is left blank, the system sets the home branch to the home branch of the customer's bill-to record, if the ship-to customer is authorized for that branch.
In the Home Territory field, enter the home territory for this customer if you have created territories.
In the Branch/Territory column, enter any additional branches and territories that this customer may use, or enter ALL to include all branches and territories.
In the Active column, for each branch listed, enter Yes to allow the customer to buy products from this branch. This customer's name will display in a Sales Order Entry or Cash Receipts customer primary search list.
If left unchecked, the customer cannot buy products from the branch. This customer's name will not display in a Sales Order Entry or Cash Receipts customer primary search list.
You cannot override this setting in Sales Order Entry or Cash Receipts. If the branch is not listed in the Branch/Territory column, you can add it as an active branch from Sales Order Entry or Cash Receipts, as described in Setting Customer Branch Override Capabilities.
Note: Select File >Find to search for a branch if the list in the Branch/Territory column extends beyond one page.
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