Customers

This screen is split into 2 halves, the top panel lists the customer code, description, default broker and carrier. The lower panel lists the delivery addresses associated with the selected customer, a customer can have multiple addresses.

Add a customer to the list

Delete a customer from the list

Type into the box and the system will search automatically based on the menu selection to the right (click and use the pull down to select which column to search). Delete the text to remove the search

Type into the box and the system will search automatically based on the menu selection to the right (click and use the pull down to select which column to search). Delete the text to remove the search.

Code

Code used as an abbreviated customer identifier for the customer description. Must be unique. If entering a code which has been entered previously and deleted, the option to restore the deleted customer will be provided with a pop up.

Description

Description used to identify the customer.

Address

Physical address of the customer.

Invoice Address

Invoicing address of the supplier for accounts receiveable.

Contact

Contact name of the customer

Tips

To delete several rows at the same time, hold sown the SHIFT key and move the cursor up or down before pressing DELETE.

You can move the columns around be selecting the header with your mouse and moving the column to the desired location. The column with can also be set by

Moves cell down.

Moves cell right.

Hold down to select multiple rows.

Cancels transaction.

Edit cell.