Assign to Different Customer

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Overview

• Sometimes you will have orders from the same person that have enough different information in them (name, address or email address, etc. ) that the program does not recognize it is coming from an existing customer. Refer to system parameters settings in Stone Edge that enable users to configure the program integrate with their business operations. Stone Edge includes hundreds of System Parameters to do just that. To change a system parameter, go to the Main Menu > Settings > System Functions > Set System Parameters. CustomerSearchField1-4.  

• Instead, the program creates a new customer record with which the order is associated.

• In order to keep the customer's purchase history under a single customer record, go to the order in question and use Assign to Different Customer to associate the order with an existing customer record.

Assign an Order to a Different Customer Record

1. To assign an order to a different customer record, go to Main Menu > Process My Orders > Process & View My Orders.

2. Navigate to the order.

3. Click the Customer tab and select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation Assign to Different Customer.

4. The Search for Customer screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) opens. Enter search criteria and click Begin Search.

5. Select the correct customer from the Select a Customer screen, and click OK.

Additional Information

Created: 8/9/12

Revised:

Published: 04/13/16