You can enter an existing customer on the Body tab of a sales order.
To enter an existing customer:
From the Orders menu, select Sales Order Entry to display the Initial Order Entry window.
If prompted, enter a branch number.
In the Customer/Order # field, enter one of the following criteria and press Enter. If more than one customer matches the criteria you enter, select one from the list.
Enter words or special characters. For example, type "Smith Plumbing" or "Jones Brothers Electrical".
Enter a telephone number or zip code:
|
If you enter... |
Then the system... |
|
a10-digit telephone number |
displays the customer matching the telephone number. |
|
the last four digits of a telephone number |
displays the customers whose telephone numbers end in those four digits and whose Zip Code begins with those four digits. |
|
a five digit Zip Code |
displays the customers whose Zip Code matches the search criteria. |
Enter the customer ID with a period (for example, ".1234").
Enter any other required information in the Initial Order Entry window.
Respond to any prompts that display, and then begin entering products on the Sales Order Entry Body tab.
To change a customer on an existing order, click Edit on the Header tab and adjust the customer. If the customer is setup for Export Compliance, you are prompted to indicate if the order is now an export order.
Note: The CUST.BRANCH.EDIT authorization key restricts the customer information you can adjust.
See Also: