There are a variety of ways to look up a Customer, including the following:

Customer Number

View All Customers

Customer Code

Last Customer

Next Customer

Customer Sort Code

Customer Number

Enter the Customer's phone number (without the area code if it is the same as the location's) and press

<ENTER>. If the Customer's area code is different than the Location's, you must enter the area code. Do not use any spaces or dashes when entering a phone number.

In all Customer Number prompts, the system will automatically search for any part of the Customer's Number entered (Example:  the last 4 or 5 digits of the customer number). If the program finds a unique match then that customer will be retrieved immediately. If there are multiple matches, then the lookup will automatically show those entries that match. There is no restriction to the number of digits entered, and the more digits entered the more likely a unique customer will be retrieved.

View All Customers

If you do not know the Customer's phone number, type in a portion of the Customer's name, and press

<ENTER>. A list of all customers will be displayed. Use the <PAGE UP> and <PAGE DOWN> keys to scroll through selections. Type in the Selection Number and press <ENTER>. If you enter part of a Customer's name that is unique to only one Customer, then that Customer will automatically be retrieved without having to go into the Lookup.

While in Customer Lookup, if you press <ENTER>, you will then go into an Advanced Search screen which will prompt for the following items:  Enter Part of Customer Number to Find, Enter Part of Customer Name to Find, and Enter Shipto City to Find.

Customer Code

Customer Codes are quick entry codes for a customer. Instead of typing in the telephone number, or looking up the customer, you can create a code, in "Customer Code Entry" in ACCOUNTS RECEIVABLE (6.1.5.1), that is fast and easy to remember. (Example: Dave's Body Shop can have a code of DAVE.) Everywhere that you need to enter the Customer Number you may substitute the code. Enter the Customer Code and press

<ENTER>.

Last Customer

To retrieve the last Customer entered, press the <-> and press <ENTER>.

Next Customer

To retrieve the next Customer in a list, press the <+> and press <ENTER>. The next customer will be displayed.

Customer Sort Code

Customer Sort Codes are setup in "Customer Sort Code Entry" in ACCOUNTS RECEIVABLE (6.1.6.1) and are used to group customers together. This is very useful for reports, labels, and sending promotional flyers. There are 3 positions available for Customer Sort Codes. It is not necessary to use all three positions.

Enter in the Sort Code and press <ENTER>. You may use A-Z or 0-9 characters. If you do not know the Group Code, enter a <?> and press <ENTER>. Use the <PAGE UP> and <PAGE DOWN> keys to scroll through the selections. Type in the Selection Number, and press <ENTER>.

Example of setting up a Customer Sort Code:

The Sort Codes would then be: 1D1 (Body Shops, DuPont, Monday), 1D2, etc..., 2D1, 2D2, etc... until all combinations you need are created. You may then get reports by using a pattern match.

Pattern Match

You can find a Sort Code through a pattern match using the <*>. Examples of pattern matches are: 12* = all codes starting with 12, *3* = all codes with 3 in the second position, **1 = all codes with 1 in the last position. If a blank is in any position, the system will search for a blank in that position, (ex: 3* = all group codes with 3 in the first position and nothing in the third position). Type in the Customer Sort Code Pattern Match and press <ENTER>.