Assign to Different Customer

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Overview

Sometimes you may have orders from the same person but there is enough different information in them (name, address or email address, etc.) and the program does not recognize as an existing customer. Instead, the program creates a new customer record with which the order is associated. Refer to system parameters CustomerSearchField1-4.  

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. Select the Customer tab and click Assign to Different Customer.

4. The Search for Customer screen opens. Enter search criteria and select Begin Search.

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

Additional information

Created: 8/9/12

Revised: 6/29/15

Published: 08/19/15