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:
Use normal sort, search, or filter procedures to locate the customer in your customer list.
Double-click the customer or highlight the row and choose Select 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 Save & Select to both save the record in your customer list and return to the order you were working on with the customer.