To maintain a customer account, double click on any customer account you wish to open in the yellow background text area (See Understanding Yellow Background Fields). |
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Once you double click on the customer you want to maintain the maintain customer screen will pop up
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Once here you can edit, delete or add any customer information needed.
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Customer Info
In the black area at the top of the Maintain customer screen, you will enter/edit the Customer Name,
Account #, Status of the Account and the Sales rep Associated with the customer
account.
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Billing Address
Enter the billing address for this customer account
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Shipping Address
Enter the Default Ship to Address for this account (this address can be
changed on individual orders if needed).
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Telephone
Enter the main voice and Fax # for this customer account
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Customer Types
You can specify up to two customer types for each customer. Customers types help you classify a customer
for use in marketing mailings. For
instance, a Customer may be a Baseball customer, corporate customer, school,
etc.
Related Topics
Customer Accounts
Menu System
Work with All Accounts
Work with All Invoices
Work with All In-Store Credits
Work with Invoice Payment Batch
Payment Terms/Credit Limits
Auto-Billing Credit Card on File
Tax Exemption
Customer Invoices
Customer Aging
Spending Analysis
Print Customer Account Statement
Comments/Notations
Customer Contacts
Alternate Shipping Addresses
Transaction History
Customer Orders
Blanket Purchase Orders
Invoice Delivery Methods
In-Store Credits
Default Order Comments
Sending Internal E-Mails
Sending Internet E-Mails
Customer Documents (External Files)
Merging Customer Accounts
Adding Calendar Events
Print Account Invoices
Print Account Statements
Print Top/Bottom Customers
Print Tax Exempt Customers
Import Customers
Export Customers to Excel
Print Labels/Envelopes for Customers
Send Broadcast E-Mails