Manual Orders: Customer

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Overview

This section is where the customer 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. The value of the CustomerSearchFields1-4 are not considered when entering customer information at this screen, they apply to imported customer or order records.

Select the links across the top of the screen to step through each 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

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

Save Customer

select 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

select to update an existing Customer record with changes made to the customer information at this screen

Email

enter the customer's contact e-mail address in this field
this field can be used to populate the screen with an existing customer's information, provided Email is specified as one of the Customer Search fields for recognizing and matching customer records with new orders

Do not bulk email

select this to exclude the customer from any bulk e-mail distribution list

ID

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

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

First Name

enter the customer's given name

Last Name

enter the customer's surname

Company

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

Address 1

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

Address 2

enter any additional billing address information, such as a PO Box or Suite number

City, State and Zip Code

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

enter the country in which the customer or business resides

Envelope

select this after the billing address information has been entered to confirm its validity with the USPS servers (courtesy of Endicia)

View Notes

select this to view any notes related to the current customer record

View Customer

opens the Customers screen

Order History

opens the RFM Data screen where the customer's previous order history is displayed

Continue to Items

select this 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: 9/19/15

Published: 08/19/15