Step 1
Step 1
Select a customer/consumer. Once customer/consumer is selected various data fields will populate. If you need to add or change information regarding the customer/consumer selected you may press the Add/Change Customer Information button. You may also edit the sales order header by pressing the Edit Full Header button. Once the customer/consumer has been selected press Customer Info is OK.
| Name | Explanation |
|---|---|
| Customer Number | Rapid retrieval of a customer number. Search of customer number can be executed by placing any of the following and tabbing out of the field: Company bill-to name Company ship-to name Company contact name Phone number (for phone number searches the number must be preceded by the # (hash mark) symbol) Postal code (for postal code searches the code must be preceded by the / (slash) symbol) Long address book number (for long address book number searches the number must be preceded by the * (asterisk) symbol) Email (for email searches the email must be preceded by the @ (at sign) symbol) |
| Ordered By | Person placing order on behalf of customer |
| Ship To | Allowed ship to addresses based on parent/child relationships established by customer. Refer to address master related address tab. |
| Open Credit Limit | Variable field dependent on processing option. Balance display options are: 0 or Blank = Do NOT Display 1 = Display Open A/R Balance 2 = Display Open A/R Only if Credit Balance 3 = Display Open Credit Limit |
| Customer Information | Bill-to full address. |
| Telephone Number Display | Variable fields depend on processing options #1, #2 and #3 within the ESOM tab. |
| URL/Email | The e-mail address or Uniform Resource Locator (URL) for either an individual or an entity. |
| Flash Message | A user defined code (00/CM) that displays information about a customer. Examples: 1.Over credit limit 2.Requires purchase order |
| Message | Additional text attachment to the customer address book record. |