Entering Customer

There are 2 ways to edit the customer field in a box record:

• Enter the Customer code into the CUSTOMER field.

There is no validation on this field to ensure the customer you entered actually exists. But if an invalid code is entered the CUSTNAME field is blank. Otherwise, the CUSTNAME field shows the customer description, so use this to verify that you entered the correct code.

• Use the Choose Customer window.

Select the CUSTNAME field. Click on the cell a second time and a ellipsis button appears. Click this and the Choose Customer window appears.

This window allows the user a couple of different ways to select the customer:

• Scroll through the list and double-click on the customer.
• In the edit box, key in the customer code and press Enter.
• In the edit box, key in the first few characters of the customer description. The listbox will adjust to locate the nearest match. When it lands on the correct customer, press the checkmark button.
• If the customer shares the same starting characters as another customer, you can move the search to the next match by pressing the ellipsis button next to the edit box.