Customer Information

This screen allows quickly entering the basic customer information necessary to enter a complete customer record while entering a customer order.  This eliminates the need to re-type the same information in order to keep your customer list up-to-date. 

Enter customer information by:

1. Click F8 to access the customer list to search for and import a customer into the order.
2. If allowed by system options the information can be entered manually.
3. Clear Sold To  -This button will clear the Customer Sequence Number, Customer Name, Telephone 1 as well as all Customer information on the Order record.
4. Clear Ship To  -This button works the same as the Clear Sold To button, but only clears the information from the Ship To fields.

Customer Number

When entering new customer names into the customer file, each customer is assigned a consecutive number by the program.  While on the export screen, enter that customer number (if you know it) and the customer information will auto-fill.

First Name, Last Name

If you think the customer is already in the customer list, press the F8 button to search.  If they are not in the file, enter the first and last name here.

80 total characters for first and last name with 2 characters to accommodate the , and space between them.

All 80 can be entered into first or last. 

Address #1, #2, City

Enter the address information for the customer.  Press the F8 button to search for existing records by City name.

State, Zip, County

Enter the State, zip and county information as needed.  If the record was exported from the customer list, these fields should have already been filled in at this point. 

If the Ship To customer is the same as the Sold To customer, click the Blue Arrow to copy the information to the Ship To field. 

The county information comes from the City file.

EMail

The email from the customer file will be pulled into this field.  An additional email can also be added for this order.

Credit Check

Click this button to perform a credit check on the customer at this point.

Export

From the customer information screen, click the Export button to copy the information back into the customer list and also into this order.  When exporting, the option is given to add the information as a customer or a prospect.

Ship To

The Ship to city determines the type of tax computed on this order.  The basis for determining the tax method of any customer order is the information found in the "Ship to City" field.  If there is no "Ship to City" stated, then the system defaults to the Store Code information as established in Configuration for the tax method to be used. 

The Ship to name and address information may be imported either from an existing customer record or from a store code.  Press the F8 button that is located to the right of the Ship To Last Name field. Select either the Customer File or the Store Code file as the source of the Ship To information for this order. 

Use the Export button to copy the information back into the customer list and also into this order.  When exporting, the option is given to add the information as a customer or a prospect.

Customer Additional Information