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Customer InformationGeneral InformationThis screen and its screen tabs contain all of the information about an ordering customer or non-ordering customer name in the customer database. In addition, the screen provides access to many of the other customer related functions in the system, such as contact entry and order entry. The fields at the top of the screen can be edited as necessary. The CUSTOMER # field contains the M.O.M.-generated customer number and cannot be edited. Note: The address line accepts 40 characters, please note that certain carriers may limit their address lines. Contact the carrier to determine the number of characters that the carrier accepts. The seven screen tabs contain specific information related to the customer. * Only available with the optional List Management Module. How to Use the ScreenTo
enter a New Order for the customer, press the NEW ORDER Note: For business to business, if an ordering customer had an address type that was ship to or gift to and desires to be a bill to, then a message window will open to acknowledge that this customer is becoming an ordering customer instead of the last address type. To
enter a New Contact for the customer, press the NEW CONTACT
To
Verify an Address
for the customer, press the VERIFY
ADDRESS
To view or edit information in one of the customer information screen tabs, select the tab. |
button.
button. Use this to add the
customer to the mailing list, to send a catalog or customer notice,
or to record a telemarketing call.
button. Use this to compare the
entered address to the listings in the USPS Database. *Only
available with the optional