User guide

46 A/R–Accounts Receivable CC–Credit Card CCOF–Credit Card On File CV–Customer View
Customer Lookup (
CLCL
CLCL
CL) View—
Active OrActive Or
Active OrActive Or
Active Or
ders Tders T
ders Tders T
ders T
abab
abab
ab
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Customer Lookup
The Customer Lookup (
CLCL
CLCL
CL) view is automatically displayed when
needed by an order processing step. Lookup can occur by a variety of
formats depending on user preference. A new customer can also be
added from this view. In a centralized system,
CLCL
CLCL
CL can occur via the
network using customer data from a single store or across all stores.
Only active customers are displayed in this list.
LOOKUP VIEW
This view may look busy, but it contains a wealth of information. During
normal use, only two fields are typically needed, Lookup Value and
Lookup Results. The lookup value can be entered either manually from
the keyboard or by scanning.
1 Lookup Field Buttons
•
CC
CC
C
ustomer Nameustomer Name
ustomer Nameustomer Name
ustomer Name—Alphabetical lookup by “Last, First” name.
•
PP
PP
P
hone Numberhone Number
hone Numberhone Number
hone Number—Numeric lookup by 7 digit phone #.
•
Phone Phone
Phone Phone
Phone
LL
LL
L
ast 4-Digitsast 4-Digits
ast 4-Digitsast 4-Digits
ast 4-Digits—Numeric lookup by last 4 digits of phone #.
•
II
II
I
nvoice Numbernvoice Number
nvoice Numbernvoice Number
nvoice Number—Allows lookup by an existing invoice number.