Searching for Customers

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Revision as of 15:27, 23 April 2008

There are two types of customer searches you can perform in FTD Mercury: customer searches to populate Order Entry or Point of Sale windows, and general customer searches.

Searching for Customers from the FTD Mercury Main Menu

1. On the FTD Mercury Main Menu, click Customer Search. The Customer Search window opens.
2. Select the parameter(s) you are searching by and enter the appropriate information in the associated field(s).
3. Click Search.
4. Customers matching your search parameter(s) appear in the results list. If you entered more than one parameter for the search, customers must match all parameters to appear in the results list. Double-click on a customer to open the Customer Detail Information window for that customer.

Searching for Customers from the Order Entry or Point of Sale Windows

1. Open the Order Entry or Point of Sale window.
2. In the Customer field, enter all or part of the customer’s name, the customer’s phone number, or the customer’s account ID and press the TAB key.
3. If only one customer matches, information for the customer will automatically appear in the window. If more than one possible match exists, the Customer Search window opens with possible matches. You can then select the correct customer and click Select to populate the customer’s information in the Order Entry or POS Order Entry window.

Back to Customer Maintenance