Customer Details window

The Customer Details window, shown in Figure 1, allows you to create, edit or delete customer records in your database.

Access

To access customer records, use the following Navigator menu paths:

Point of Sale> Customers

OR

Accounts Receivable > Customers

Figure 1: Customer Details window

Window parts

The Customer Details window contains the following tabs:

• Customer - Information tab
• Customer - Financial tab
• Customer - Contact Names tab
• Customer - Invoices tab
• Customer - Purchases tab
• Customer - Comments tab
• Customer - Extra Info tab
• Customer - Lookup Words tab
• Customer - Units tab
• Customer - History Comments tab
• Customer - Picture tab
• Customer - Back Orders tab
• Customer - Price Schedule Exceptions tab
• Customer - Contract Pricing tab
• Customer - Payments tab
• Customer - Ship to tab
• Customer - Standing PO tab
• Customer - Part Numbers
• Customer - National Accounts tab (optional)
• Customer - Membership tab (optional)
• Customer - Cards on File tab
• Customer - Invoice Forms
• Health Billing (optional)
• Health Billing Reference Numbers (optional)