Select a Customer

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Overview

• The Select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation a Customer screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) allows the user to choose from a list of customers produced by the criteria specified on the Search for a Customer screen, when creating a new Manual or POS abbreviation for Point-of-Sale. The cash register interface for use with walk-in business at "brick and mortar" stores. Used with barcode scanners and cash drawers. Sales made on the POS screen draw from the same inventory as orders imported from online stores. order for an existing customer.

• Select the correct customer record from the list and click the OK button.

Main Menu>Accordion>Create a New Order>For an Existing Customer

Main Menu>Accordion>Create a New Order>Point-of-Sale>Cust Lookup>Search button>Search for Customer>Begin Search

Description of the Screen

List of Customers

• displays a list of customers matching the criteria specified in the Search for a Customer screen
• the following customer information is provided:

Full Name

Prefix 

First Name 

Middle Name 

Last Name 

Suffix 

Company 

Address 

Address 2

City 

State 

Zip 

Country 

Email Fax 

Phone 

Customer ID

OK Button

• after selecting the row of the correct customer record, click this button to automatically enter the customer's information on the new order placed at the Manual Orders or POS screens

Close Button

• click this button to leave this screen and proceed to the next screen without automatically entering the customer's data

Created: 5/16/12

Revised:

Published: 04/14/16