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Find Customers

Find Customers (as well as employers, suppliers and, in general, parties of any type and in any role) using the Party Manager application. You will also find shortcuts to the Find Party function from various screens within many of the Managers to enable gathering or changing information about a party, whether Customer, Vendor, Employee, or whatever role the party might be in.

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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

Once a Party is selected, subsequent screen choices will be relative to the selected Party. If you wish to, for example, view the orders from another Party, first identify/specify the party before searching for orders.

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By default, the View Profile page does not show expired information. To include those expired contact mechanisms and payment methods, click Show Old.

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Personal Information

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Contact Information

Creating new contact information
Click Create New

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• Select the contact type and click Create

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• Enter the information and click Save. A successful creation will return to the View Profile page.

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Editing Contact Information

• Locate the contact information and click Update

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• Add a contact information purpose (if applicable)
  • Select the purpose and click Add Purpose
• Update the specific fields and click Save

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Contact Information

Creating new payment information
Example: Credit Card

• Click Create New Credit Card

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• Enter the card information, select the billing address and click Save. A successful creation will return to the View Profile page.

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Updating payment information
Example: Credit Card

• Locate the credit card information and click Update

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• Update the specific fields and click Save. Note: changes are not applied to the original payment method, rather the original payment method is expired, and a new payment method is created from the supplied information.

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User Login Information

• Locate the user login and click Edit

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• Changing a User Login's Password
  Enter the current password along with the new password (entered twice for verification purposes) and optionally, a password hint. Click Save.

• Disabling / Enabling a User Login
  • To disable a user login, select N from the Enabled drop-down and click Save. If left blank, Disabled Date Time will be set to the current time. If a Disabled Date Time is specified, then after a period of time (configured in security.properties) starting from the one specified, the user login will be re-enabled automatically. To permanently disable a user login, you must first disable the login, then remove the Disabled Date Time, and click Save again.
  • To re-enable a user login, select Y from the Enabled drop-down and click Save.

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