Adding Customer Contacts to Sales Orders

Use the Customer Contact / Phone Number Maint screen to enter customer contact numbers. When you enter contacts here, they are recorded in the customer’s maintenance record.

To add a customer contact:

  1. From the Orders menu, select Sales Order Entry to display the Sales Order Entry Body screen.

  2. In the Ship To field, enter New to display the New Customer Entry screen.

  3. Use the Phone #'s hot key to display the Customer Contact / Phone Number Maint screen.

  4. Complete the following fields for each contact:

Field

Description

Contact Name

The person or device (such as a fax machine) you want to record a telephone number for.

Phone Number

The telephone number of the person or device.

  1. Press Esc to return to the New Customer Entry screen.

See Also:

Entering an Order's Header Information

Entering Additional Header Screen Information