Searching for Customers
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#Open the Order Entry or Point of Sale window.<br>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. You can also use a bar code scanner and scan a customer account number to automatically search for that customer. | #Open the Order Entry or Point of Sale window.<br>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. You can also use a bar code scanner and scan a customer account number to automatically search for that customer. | ||
#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. | #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. | ||
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| + | [[Customer Management|Back to Customer Management]] | ||
Revision as of 16:00, 14 July 2011
If you want to view or change customer information, such as house account information, marketing permission, the customer’s address, the customer’s phone number, or standing orders associated with the customer, you must first perform a customer search.
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.
From the FTD Mercury Main Menu
To perform a Customer Search from the FTD Mercury Main Menu:
- On the FTD Mercury Main Menu, in the Search area, click Customer. The Customer Search window opens.
- Select the parameter(s) you are searching by and enter the appropriate information in the associated field(s).
TIP If you enter a % symbol as a wildcard in the Customer Name field, it will return all customers in your database.
You can also use a bar code scanner and scan a customer account number to automatically search for that customer. - 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.
From the Order Entry or Point of Sale Window
You can also search for customers from the Order Entry and Point of Sale windows.
To perform a Customer Search from Order Entry or Point of Sale:
- 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. You can also use a bar code scanner and scan a customer account number to automatically search for that customer. - 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.
