Once the customer’s account is loaded you will see a series of new tabs across the top of the screen. Each of these tabs represents a section of our system where you will have similar features grouped together.

 

Sales-CustAcctTab

 

You can show/hide this area by clicking anywhere on the Customer Account bar.

 

Customer’s Account Tab

Once you select a customer the first new tab displayed combines the entrée “customer number” and the word “Account”. In the example above the tab name is “HMON01’s Account.”  

 

This chapter will explain the Customer Account, Orders, Account Overview, Messages, Address and Delivery Days sections on this screen.

 

Customer Account

The Customer Account area allows you to change/edit the following settings:

 

Username

Password

Email