Accessing Customer Information from Quick Sales Order Entry

The Quick Sales Order Entry widget provides a quick way to edit existing customers' information or create new customers when you are entering orders when using the widget.

Note: Use the Display Ship-To Customer Name In SOE Even If Job Bid Name Defined control maintenance record to indicate if you always want the ship-to customer name to display in the Quick Sales Order Entry Widget even if there is a job bid name defined.

To edit a customer's information from Quick Sales Order Entry:

  1. From the Quick Sales Order Entry widget, type the customer name or phone number for which you want to create the order.

  2. If the system returns multiple customer that meet your search criteria, highlight the customer in the displayed list.

  3. Press Ctrl E to display the customer's record in the Customer Maintenance window.

  4. Make any necessary changes to the customer's information.

  5. Save your changes and exit the window.

To create a new customer from Quick Sales Order Entry:

  1. From the Quick Sales Order Entry widget, type the customer name or phone number for which you want to create the order.

  2. Press Ctrl W to display the New Customer window.

The New Customer window populates with the information you entered in the widget. For example, if you entered a phone number, the system copies that number to the Phone field in the window.

  1. Enter the customer's information in the fields provided.

  2. Save your changes and exit the window

See Also:

Quick Sales Order Entry Access Overview

Adding the Quick Sales Order Entry Widget

Entering New Customers During Order Entry

Customer Maintenance Overview