Select Customer for Sale

Customer Order Overview | Add a Customer

Basic

This information applies when coming to your customer list from a customer order to find or edit a customer.

To select and list a customer on a sales document:

1. Use normal sort, search, or filter procedures to locate the customer in your customer list.

2. Double-click the customer or highlight the row and choose S elect from the bottom tool bar.

While in your customer list you have complete editing abilities to add a new customer or edit an existing one. After adding or editing a customer record, choose S ave & Select to both save the record in your customer list and return to the order you were working on with the customer.

Related Topics

Edit a customer record

Customers overview