To use another customer's virtual supplier products:You may have a situation where you have several customers who need to purchase a group of items your branch does not carry, but that you want to obtain for them. You can assign the products to one customer and then use that record as a template for all of the other customers in the group. The system provides two methods for doing this:
If the products are identical, use the customer's virtual supplier products.
If some of the products are different, copy the customer's virtual supplier products and either change or add products as needed.
To use another customer's virtual supplier products:
From the Files menu, select Customer to display the Customer Maintenance screen.
In the Customer/New field, enter the name of the customer for whom you want to enter virtual supplier information.
If more than one customer matches your entry, a selection list displays. Select the customer's name from the list and press Enter to return it to the Customer Maintenance screen. The screen displays the customer's information.
Use the Add'l Info hot key, and then the Virtual Supplier hot key to display the Virtual Supplier Maintenance screen.
The system populates the Customer field with the name of the customer you entered in step 2.
In the Use Customer field, enter the name of the customer whose products you want to use for this customer.
If more than one customer matches your entry, a selection list displays. Select the customer's name from the list and press Enter to return to the Virtual Supplier Maintenance screen.
Note: The detail area of the screen remains blank to prevent someone from inadvertently making changes that affect all of the customers using that record as a template.
Press Esc to save the information and exit the screen.
To copy another customer's virtual supplier products:
From the Files menu, select Customer to display the Customer Maintenance screen.
In the Customer/New field, enter the name of the customer for whom you want to enter virtual supplier information.
If more than one customer matches your entry, a selection list displays. Select the customer's name from the list and press Enter to return it to the Customer Maintenance screen. The screen displays the customer's information.
Use the Add'l Info hot key, and then the Virtual Supplier hot key to display the Virtual Supplier Maintenance screen.
The system populates the Customer field with the name of the customer you entered in step 2.
To copy the products and other settings set up in another customer record, use the Copy From Customer hot key to display a prompt.
At the Copy From Customer prompt, enter the name of the customer whose products you want to use for this customer.
If more than one customer matches your entry, a selection list displays. Select the customer's name from the list and press Enter to return to the Virtual Supplier Maintenance screen. The detail area of the screen displays that customer's information.
Make changes to products, vendors, or branches, as needed.
Press Esc to save the information and exit the screen.
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