Searching for Customers
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(Difference between revisions)
(New page: 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. ==S...) |
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==Searching for Customers from the FTD Mercury Main Menu== | ==Searching for Customers from the FTD Mercury Main Menu== | ||
| - | #On the FTD Mercury Main Menu, click Customer Search. The Customer Search window opens. | + | #On the '''FTD Mercury Main Menu''', click '''Customer Search'''. The Customer Search window opens. |
#Select the parameter(s) you are searching by and enter the appropriate information in the associated field(s). | #Select the parameter(s) you are searching by and enter the appropriate information in the associated field(s). | ||
#Click Search. | #Click Search. | ||
| - | #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. | + | #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== | ==Searching for Customers from the Order Entry or Point of Sale Windows== | ||
| - | #Open the Order Entry or Point of Sale window. | + | #Open the '''Order Entry''' or '''Point of Sale''' window. |
| - | #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. | + | #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. |
| - | #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 | + | #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 Point of Sale window. |
Back to [[Customer Maintenance]] | Back to [[Customer Maintenance]] | ||
Revision as of 15:29, 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
- On the FTD Mercury Main Menu, click Customer Search. The Customer Search window opens.
- Select the parameter(s) you are searching by and enter the appropriate information in the associated field(s).
- Click Search.
- 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
- Open the Order Entry or Point of Sale window.
- 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.
- 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 Point of Sale window.
Back to Customer Maintenance
