Page History

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Alternatively, you can go directly to the Find Party page in the Party Manager to find search for the customer.

• Open the Party Manager
• Click the Find link

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Once the customer is found, the Orders link labeled Orders will take you to the Order Manager with the selected customer's orders listed.

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• Click on Invoices to be taken to the related invoice in the Accounting Manager - View Invoices screen.

Contact Information

• Name
  • Click on the Party ID
  #
  • to be taken to the View Profile page in the Party Manager
  - Profile page
  • (opens in a separate window).
  • Click on New Order to be taken to the initial Order Entry screen with the Party ID pre-filled (opens in a separate window).
  • Click on Other Orders to see a list of all orders placed by this party.
• Order Contact Mechanisms
  All contact information associated with the order is listed here. Each item shows how it is related to the order; for example: billing address, shipping address, billing phone number, primary email address, etc.
  • When the contact mechanism is an e-mail address...
    If e-mail, click on the Send E-mail link to send a message Send a confirmation email to send (or re-send) a confirmation email.
  • When the contact mechanism is a shipping destination address ...
    (What is this dropdown for?)and the order has not yet been completed, you will be able to change the destination. Select the new desination address and click Update.

Shipment Information

There is one set of shipment information for each 'shipment group' associated with the order. A shipment group is specified by the customer when the order is placed and allows them to specify different shipping destinations and/or shipment methods (carriers/services) for specific quantities from specific items in the order.

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