- 4.1. Customer List
4.1.2. Customer Search - 4.1.1. Create New Customer
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4.1.2. Customer Search
Searching for a Customer
Click on the Search for a Customer and the Search window opens. Several search criteria fields display on the Customer Search form.
CustomerSearchWindow.JPG
If you have multiple currencies defined in your System Configuration, you will also see the Customer Currency selection option as shown below.
CustomerSearchWindowMultCurr.JPG
| Search Field | Description |
|---|---|
| Customer Name | Enter the first few characters of the customer name or Second Name (if used), if you entered a second customer name, the search will return the primary customer name, if found |
| Account Number | Enter the Customer account number |
| Customer Number | Enter the Customer number |
| Located In | Allows searching by State |
| Country | Allows searching by Country |
| Tax ID | Allows searching by Tax Exempt ID number |
| Credit Limit | Allows searching by Credit Limit dollar value |
| Customer Currency | Allows searching by currency type |
| Discount ID | Allows searching by defined discount id's |
| GSA | Allows searching for customers flagged as GSA |
| PO Required | Allows searching for customers flagged for PO Required |
| Sales Rep | Allows searching by Sales Rep name, finds all customers that this sales rep has created proposals for |
Enter as many of the search criteria fields as you like. The more information you enter the fewer matches you will find. Broader searches will return more results.
If no matches are found, a message saying no matches were found is displayed.
CustomerNoResults.JPG
The example below shows the search results from inputting 'tes' in the Customer Name search field.
CustomerNameSearch.JPG
As you type in the Customer Name field, any matching entries found in the Customer database will appear in a drop down selection box. If you see the entry you wish to search for, click on that entry and click on the Search button. If the drop down selection box does not display any matches then that customer name does not exist in your customer database.
To select a customer from the Search Results window, just click on that entry in the displayed list. This will open the Edit Customer window on the General Information tab.
- 4.1.2. Customer Search
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4.2. Customer Credits