Manipulating Customers

Your customers keep you in business! Keep this information accurate and up-to-date.

Access to the customer file is accomplished using the customer lookup window. You can change names, addresses, and any other information in your customer record. If you desire to classify or group your customers use the group and class fields.

Add

Click the add button in the customer lookup screen.

Change

Click the edit button in the customer lookup screen.

Delete

Click the delete button in the customer lookup screen. Customers may only be deleted if:

They have no accounts receivable balance.
They have no active layaways.
They have no orders on hold.