Customers

Updated March 8, 2023

Applies to : Accounts Receivable

Select the Customers menu from Enquiry to display all customers in the system.

 

 

 

Use the buttons to implement a desired action.

Search : Used to filter the customer list.

Contacts : Enter individual contact information for the customer.

Ship To's ... : Allows the user to view customer Ship To information. It does not allow the user to save changes.

Details ... : Allows the user to view customer information. It does not allow the user to save changes.

Transactions ... :

Record Log ... :

Files ... :

Diary Notes :

 

Add/Edit buttons open to the Customer control tabs: Sold To, Miscellaneous, Defaults, Notes and Bill To.

Customer Images

Search

Diary Notes

CB Codes

Credit Cards

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