Customer Numbers & The Customer Information Database

If you have regular customers, you'll want to put them into the Customer Information Database.  To do so, start at teh Main Invoice Screen and select MAIN TASKS >> CUSTOMER ADDRESSES AND NUMBERS from the Menu Bar.  The Customer Information Screen will appear.

If you have Levels 1, 2, or 3, the following screen will appear:

If you have Levels 4 and greater, your screen will look like:

On the screen, you can enter the name of the customer, the customer's usual discount, etc.  A help system has been built into the dialog box.  As you use Tab to move from blank to blank, help information appears in the box on the bottom of the screen.

Once you have one or more customers in the Customer Information Database, you can have the program automatically enter the address and other information.  From the Main Invoice Screen, click on the "L" button ("L" is for "List") just after the "Customer #" blank.  (You can also place your cursor in the Customer # blank and double-click or press CTRL-L.)

You'll find the "L" (List) button at the top of the Main Invoice Screen. It's beside the Customer # field. Click on it and a list of your customers in the Customer Database appear.

A pop-up list of all the customers and their numbers will appear:

Select the correct customer and all information is entered automatically. It's fast and it saves you typing time.

Customer Without Numbers

You don't have to assign customer numbers to everyone.  Many of your customers may be one-time or infrequent buyers.  If that's the case, you'll not want to waste time assigning them a number.  Just enter their name and address on the Main Invoice Screen.  No number is needed.

If one of your infrequent customers happens to buy at a later time, you won't have to re-type their address.  From the Main Invoice Screen, you can bring up their name by clicking the "L" button just after the "Bill To" blank.  (You can also place the cursor in the "Bill-to" blank of the invoice and press Ctrl+L or double-click the mouse).

For a list of customers found on your invoices (as opposed to customers listed in the Customer Database), the "L" (List) button is beside the "BILL TO" name. When you click a list of any customer entered on an invoice appears.

A pop-up list of all past customers will come up.

Press the first letter of the customer's name and you can move through the list until you find it.  Click on OK and the program will automatically enter the address and other information directly on the invoice.

Important Note

It's always important to use the pop-up lists, as described above, when entering customer names and addresses.  If the customer does not have a number, and when AnyOrder prepares billing statements, it assumes that the billing name will always be spelled exactly the same on invoices.  (Punctuation and spacing should be the same as well.)  It's really no problem to make sure the names are the same.  The pop-up lists make it easy.  They're faster and more efficient than re-typing the name, and at the same time, the use of pop-up lists assures you that the customer's name will be consistent on all invoices, and all processes in AnyOrder will work properly.

PREVIOUS PAGE                NEXT PAGE