Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Anchor
_Search_Customers
_Search_Customers




The Customers can be searched for by providing the following search criteria in the Search Customer screen:

  • Customer Name
  • Customer Type


  1. To search for a particular Customer:


    1. Click Search in the Maintain Customer screen, the Search Customer screen appears.


Image Added

Anchor
_Toc133051740
_Toc133051740
Maintain Customer - Search Customer

    1. Type any of the criteria mentioned above, that is Customer Name or Customer Type.


  • To list the customers with Customer Names starting with a particular character, you can use the Wildcard character, '%' (to represent a group of characters). For example, to search the Customers starting with the character 'P', enter 'P%' in the Customers Name field to list Customer such as 'Puma', 'Polo' and so on.


    1. Click Search in the Search Customer screen. The records for the selected criteria are listed in the 'Customer Search Results' section of the Maintain Customer screen.


Image Added

Anchor
_Toc133051741
_Toc133051741

Maintain Customer - Customer Search Results

  • If no search criteria are specified all the customers are listed in the 'Customer Search Results' section.


Anchor
_Toc133051380
_Toc133051380
View and Edit Customer
The customers can be viewed and edited from the 'Customer Search Results' section in the Maintain Customer screen.

  1. To view and edit the customer:


    1. Search and list the customer you want to view or edit in the 'Customer Search Results" section by providing search criteria (Refer Search Customers).
    2. Click the Customer Name from the 'Customer Search Results' section. The details of the Customer appear in the corresponding fields in the Maintain Customer screen.


  • All fields except Customer ID can be edited.
    1. Change the required fields and click Save to save the changes.

Image Added

Anchor
_Toc133051742
_Toc133051742
Maintain Customers - Edit Customers

  • If you have made the changes in the fields and do not want to save the details, click Reset before you save the changes
  • If you want to add a customer at this point, click Add to clear the fields and to bring the screen to add mode.