Easy Customer Lookup

  • The Customer Lookup table is available whenever an account number is needed. Typing in an account name or double clicking in the field allows you to view accounts alphabetically.

 

  • You can access the table by entering the letters of the name and then pressing Enter, or if you type in an account that is not in the system, you can click on NEW and you will be prompted to enter the new customer information.

 

  • You may also easily modify customer information from this lookup table (e.g. to change address or phone information. You may click oh HISTORY to view a customer's complete purchase history.

 

  • This lookup table also provides Customer and Major Account notes for quick access to important information.