To select a Customer for a transaction:
Press the [F8] key to display the Enter Customer screen.
Press [Ins] to display the Customer lookup list or enter any of the following:
Customer Number
Customer Code
Customer Name
Customer Phone
Customer Zip Code
Select the Customer from the list and press [Enter]. The Customer's record will appear with information for that Customer's default Contact. To choose another Contact, select one from the Customer's Contact list. Select the Ok button. The transaction
screen will appear with the Customer name listed in the Customer field.
To create a new Customer record:
Press [Ins] on the Enter Customer screen.
Press [Ins] again in the Customer list to display up a new Customer Record.
Enter the necessary information on the Customer record.
Press [F10] to save the record and return to the Enter Customer box.
Note: To prevent Clerks from ringing up sales without first selecting a valid Customer, set the Security Level, "SM: Valid Customer NOT Required" to a low number like 0 (or other Managerial security level).