When you click on the Customers tab your entrée customer list is displayed. The customer number and main account information is shown. You can sort the customer file using any of the underlined column headings in ascending or descending order.

 

Sales-CustomersTab

 

Click the tools icon   icon-tools to view the drop down menu to add or remove columns from your display. Check the box to add a column and remove the check to delete a column from the grid.

 

Column width can be modified by clicking and dragging the right or left column border in the headings section.

Search for a specific customer by typing a word or letters in the Search box. Then select your Search Mode either Match or Contains.

Click the search icon btn-mag-glass  to get your search results.

Sales-CustomerGridColumnsMenu

 

To add new customers to the list or update existing customer information use Customer File Maintenance in the main entrée system.

 

Support for "One Ship" Customer Configurations - Addresses for customers setup with a "One Ship" address on the "Bill To / Ship" tab of Customer File Maintenance will show the correct shipping address in entrée.NET and requires entrée version 3.6.9 or later.

 

 

Accessing Customer’s Accounts 

After selecting your customer from the list in the Customers tab you will want to access their account information.

Click the Load Customer icon btn-LoadCustomer to view that customer’s account information.