THIS IS A TEST INSTANCE. ALL YOUR CHANGES WILL BE LOST!!!!
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- Click on Lookup Party
Returns a table of all Parties found matching your input. If more than a screenful, you may need to scroll through the pages of results using the Previous and Next links.
Parties found
- The table of information for Parties found includes the Party ID, User Login, Name and Type of party.
Links:
- Party ID or Details
Takes you to the Party Profile screen. See: Edit Customer - Orders
Takes you to the Order Manager: Find Order(s) - Order(s) Found screen, even if there are no orders existing. - Quotes
Takes you to the Order Manager: Find Quote screen, populating the Party ID box. - New Order
Takes you to the Order Manager: Order Entry screen, populating the Party ID box. - New Quote
Takes you to the Order Manager: Create Quote screen, populating the Party ID box.
Edit Customer
Continuity of selection
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