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Find Customer

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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• Select desired party
  Must click on one of the links.
  • Party # or Details
    • Party Profile screen
      Takes you to the Party Profile screen from either of these links.
    • 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.
  • Orders
    Takes you to the Order Manager and the Find Order(s) - ( Order(s) Found screen, even if there are no orders existing. See Find Orders, below.
  • New Order
    Takes you to the Order Manager application, the first Order Entry screen, populating the Party ID box.

Edit Customer