Manual Orders: Customer

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Overview

This section is where the billing information for a new Manual Order is entered.
New customer records can also be created here, or an existing customer's information can be pulled up to populate the fields on this screen. When adding new customer information here, the program does not consider the value of the CustomerSearch1-4 fields to determine what constitutes an "existing" customer.
Click the links across the top of the screen to step through each section, or phase, of placing a manual order. Using these links, it is possible to jump between different phases, out of their normal sequence.
Another method of navigating between phases is to use the "Continue to.." or "Back to..." buttons at the bottom of each section, however, they only follow the normal sequence of steps.

Description of the Manual Orders: Customer Screen

Manual Orders: Customer screen

Search Button

opens the Search for Customer screen (Customer Filter)
enter criteria in one or more fields to locate a particular customer record

Save Customer Button

select this to create a new customer record with the information entered at this screen
this must be done before any payment transactions are executed for brand new customers

Update Customer Record Button

select this to update an existing Customer record with changes made to the customer information at this screen
does not allow changes to the customer id field of an existing customer record, but instead the customer record of that ID is then populated in the screen - shouldn't this be locked once an existing customer record is displayed?

Email Field

enter the customer's contact email address in this field
this field can be used to populate the screen with an existing customer's information when the email address is entered

Do not bulk email Check box

select this box to exclude the customer from the merchant's bulk email distribution list

ID Field

the user can enter an existing Customer ID number in this field to populate the remainder of the fields with that customer's information
the program automatically assigns the ID to each new customer record and therefore this field of customer information cannot be changed by the user

Phone Field

enter the contact phone number for the customer
this field can also be used to populate the screen with the customer's information when the phone number is entereds

First Name Field

enter the customer's given name

Last Name Field

enter the customer's surname

Company Field

if the customer is associated with a company, enter the name of the company here

Address 1 Field

enter the building number and street address of the customer or business

Address 2 Field

enter any additional billing address information, such as a PO abbreviation for Purchase Order Box or Suite number

City, State and Zip Code Fields

enter the city, state and Zip Code in these fields
if the Zip Code is entered by itself, press Enter and the program will fill-in the City and State fields automatically

Country Field

enter the country in which the customer or business resides

Validate Button

select this button after the billing address information has been entered to confirm its validity against the USPS servers, courtesy of Endicia.

Continue to Items Button

select this button to move forward to the next screen in the Manual Orders process

Additional Information

Customer Filter

Matching New Records to Existing Customers

Validate Address

Created: 3/5/12

Revised: 9/23/14

Published: 04/13/16