Searching for Customers or Vendors

You can do customer and vendor searches 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.

Note: If your search results in multiple matches, and a customer in the results is a parent customer, the customer list includes information about how many children the parent customer has. Use this information to more accurately select the correct customer.

To search for customers or vendors:

Do one of the following:

Enter keywords or special characters in the customer or vendor name.
Enter telephone numbers or zip codes, as described in the table below.

If you enter...	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.

Press Enter. The system compares your search criteria to the values in the Name and Index fields in the Customer Maintenance or Vendor Maintenance records and returns matching records.

If there is more than one matching record, a selection list displays where you can select the correct entity.