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Initial commit - QBPOS Help

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Kristen Hercules
2026-01-27 18:07:54 -06:00
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Select Customer for Sale</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
span.hcp2 { font-weight:bold; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Select Customer for Sale</p>
<p class="Help-Text"><a href="../qbpos_customer_orders/custorder_overview.htm">Customer Order Overview</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="cust902.htm">Add a Customer</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; color: #800000;"><span>Basic</span> </p>
</div>
<p class="Help-Note">This information applies when coming to your customer list from a customer order to find or edit a customer.</p>
<p class="Help-Info-Line">To select and list a customer on a sales document:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Use normal sort, search, or filter procedures to <a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">locate</a> the customer in your customer list.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Double-click the customer or highlight the row and choose <span class="hcp2">S</span><font class="hcp1">elect</font> from the bottom tool bar.</p>
</li>
</ol>
<p class="Help-Bulleted" style="margin-left: 5.75pt;">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 <span class="hcp2">S</span><font class="hcp1">ave &amp; Select</font> to both save the record in your customer list and return to the order &#160;you were working on with the customer.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="cust905.htm">Edit a customer record</a></p>
<p class="Help-Main-Topic-Links"><a href="customersoverview.htm">Customers overview</a></p>
</body>
</html>