Entering Existing Customers During Order Entry

This topic explains how to enter an existing customer on the Body screen of a sales order.

To enter an existing customer:

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

  2. In the Ship To field, enter one of the following criteria and press Enter. If more than one customer matches the criteria you enter, select one from the list.

  3. Enter keywords or other special characters. For example, type "Smith Plumbing" or "Jones Brothers Electrical".

  4. Enter a telephone number or zip code:

If you enter...

Then the system...

a 10-digit telephone number

displays the customer matching the telephone number.

the last four digits of a telephone number

displays the customers whose telephone numbers end in those four digits and whose Zip Code begins with those four digits.

a five digit Zip Code

displays the customers whose Zip Code matches the search criteria.

  1. Respond to any prompts that display, and then begin entering products on the Sales Order Entry Body screen.

See Also:

Entering New Customers During Order Entry