Customer Maintenance Overview

Use Customer Maintenance to create and store records for customers, branches, and prospects. The customer record includes information about the following:

When you enter a customer's name on an order, on reports, or anywhere in the system, the search index accesses the customer's record, and uses the information it contains, as needed.

Set up each branch in your organization as an entity in Customer Maintenance before you set it up in Branch Maintenance.

See Also:

Creating Customer Records

Creating Branch Records

Setup Requirements for Customer and Vendor Maintenance