Searching for Customers or Vendors

You can search for customers and vendors in various places throughout the system, such as:

The system uses the same search method to find customers and vendors as it does to find products and transactions.

To search for a customer or vendor:

  1. Do one of the following:

  2. Enter keywords or special characters.

  3. Enter telephone numbers or zip codes, as described in the table below.

If you enter...

Then the system displays the...

a 10-digit telephone number

customer or vendor matching the telephone number.

the last four digits of a telephone number

customers or vendors whose telephone numbers end in those four digits and whose zip code begins with those four digits.

a five-digit zip code

customers or vendors whose zip code matches the search criteria.

  1. Press Enter.

The system compares your search criteria to the values in the Name and Index fields on the Customer Maintenance or Vendor Maintenance screens and displays the matching results.

See Also:

System Searches Overview

Searching for Products

Searching for Transactions

Using Last Search and Document Recall