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Using the Company Name Pull down list is a nice feature that as you are entering a company OR customer name in the Company Name block of an order screen, it will search a drop down list to see if someone from that company or someone with that name has ever ordered from you before. If they have you simply select the name and it will populate all the demographic fields with what was entered from orders past. It is important to understand the company name pull-down list is populated from past orders and IS NOT populated from the Customer Accounts System. To fill in the order header from the Customer Accounts System, see the section on Direct Billing an Order |
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NOTE:
It is a good company practice to review the information with the customer to
ensure that the information is still current. One simple way to do this is
while you’re at the counter or on the telephone with your customer, simply ask
questions such as:
v Is your phone number still 775-996-1343?
v Is your e-mail Address still
cindy.jones@netsoftstudio.com?
v Etc.
Time Saving Tip: If the person purchasing is different than on a previous order, you can still select a company name, to populate the company address and most of the information, but then update with the new buyer’s name, phone # and e-mail address to save you a little time. Be sure you verify that all the information is still accurate as previously mentioned.
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