Require Quote Customer To Be in the Customer File - System Option

>Utilities>System Options>Order Entry>Order Entry

Category-Configuration

Type- Can be Global, Assigned or User

When this option is selected, the user can only choose customers from the customer file when creating a quote. Select this option to always force the entry of a customer name on an order to be exported from the Customer List.  When entering a customer order, the operator would always have to access the customer list and either select from the existing list, or add to the list from there.  Good option to ensure consistency for searching and reporting.

A.)  This allows the user to only pull from the customer file for detailing the “Sold To” information.  If the customer information is not available for choosing, then it must be added in order to continue.

B.)   This helps to make sure that all customers are entered into the customer file and ensures consistency each time the individual or company does business with the store.

C.)  That also helps in reporting how much volume the customer has done with the store and prevents an individual or business from being spelled or described in multiple ways.  The way they were entered into the customer file is how they will be used for any future orders.

Require Order Customer To Be In the Customer File