The customer information area displays the customer's billing information and contact as defined in the customer file. This area will also display the first contact name as well as the company phone number and the ID of the salesperson assigned to the account.

 

 

Customer Number

Enter the customer number of the company that requires account review and press the Enter key.

 

Or

 

Begin entering the customer number and the auto-complete feature will find the customer. As seen on the right.

 

•If the customer number is not known click the Search button to invoke the Customer Search screen.

 

 

•If a customer number is entered that does not exist entrée will display the "Customer #xxxxx was not found" error message. Click the OK button to continue and enter a different customer number.

 

Ship-To Address

This read-only field displays the customer number of the company where deliveries are made.

 

Bill-To Address

This read-only field displays the customer number of the company that is responsible for paying the account.

 

•This field is not displayed if the bill to and ship to customer numbers are the same.

 

 

Customer Image

In the top center of the window is an area for a customer image. If the customer image has been added and saved in the customer file it will be displayed here.