Editing a customer

1.Enter the customer number of the company to edit in the Cust. Number field and press the Tab key. If the customer number is not known, click the search button to open the Customer Search screen.

 

2.The current data for the customer will now be loaded into the customer file maintenance window. Changes to the desired fields for the customer may now be made.

 

3.After the editing of the data fields is complete, click the Apply button to save the changes.

 

Deleting a customer

NECS strongly recommends that customers are not deleted from the customer file, as it will affect the sales history for the customer. The preferred method of removing customers is to mark them as inactive by placing a check in the Inactive field.  Invoices and credit memos cannot be generated for an inactive customer. In addition inactive customers can optionally be excluded from all of the customer based reports.

 

If you must delete a customer from the customer file use the following procedure:

 

1.Enter the customer number of the company to delete in the customer Number field and press the Tab key. If the customer number is not known, click the search button to open the Customer Search screen.
2.Verify the correct customer to delete is loaded into the customer file maintenance window.

 

3.Click the Delete button.

 

4.The Confirm dialog box will open. Click the Yes button to confirm the deletion or the No button to abort.

 

 

Recalling deleted customers

When a customer is deleted, entrée marks the customer for deletion in the customer file. However, the customer remains in the customer file until it is packed. If you enter a customer number that has been deleted, entrée will display a prompt allowing the user to recall the customer. Click the Yes button to recall the customer. If the original customer should not be recalled, but the original number is needed the customer file will need to be packed before proceeding.

 

 

 

Some customers may not be deleted if there is activity in the current period. If there is activity in the current period entrée will warn the user with the following messages. Under these circumstances the customer will have to be deleted after the current period is closed.

 

There is data for this customer in the Accounts Receivable File

 

Unable to delete this customer