Edit Customer and Sold To Addresses

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Overview

This screen is opened by the  Update Customer Record button of the Manual Orders: Customer tab or the Bill To Edit button on the Process Orders: Customer tab.

The caption of the screen reads "Revise Customer and Sold To Addresses" or "Edit 'Sold To' Address" on those screens, respectively.

Use this screen to make changes to the information in the customer record without leaving the Process Orders or Manual Orders screens.

Optionally, it is also possible to change the customer information in previous orders from the same Customer ID.

Description of the screen

Customer information from the current order (not labeled as such)

• The Name, Company, Address, Phone and Email information in the upper left-hand portion of the screen is from the current order.

• The data in these fields can be manually edited here.

Information from Customer Record

• The information displayed in the upper right-hand corner of the screen is from the current Monsoon Order Manager customer record.

• The data in these fields cannot be edited here. Use the Replace Customer data with New Data check box to accomplish that.

Replace Customer data with New Data

• This box controls whether the information in the Customer record is updated to match the information in the entered in the customer information from the current order section of the screen.  

This customer's orders

• At the very bottom of the screen, there is a list of previous orders associated with the current Customer ID.

• The Order #, Date, Name, Company, and Address information is provided for each of the orders in the list.

Update Address Information on ... Orders Below

• Choose All or Selected to control whether all of the previous orders in the list are also updated with the new customer information or if only certain orders are updated with the new information.

• If Selected is chosen, hold the CTRL button and select the desired records to select multiple orders at one time.

OK

• After any necessary changes have been made to the customer information in the order and the appropriate check boxes have been selected, select this to put the changes in effect.

Cancel

• Select this to exit this screen.

• Any changes made before the OK button is selected are lost.

Using the Edit Sold To Address/Revise Customer and Sold To Addresses screens

1. The figure below shows the Manual Orders: Customer tab in the background and the Revise Customer and Sold To Addresses screen in the foreground.

2. As part of creating the order, the user added customer information to the order by entering the customer's ID to populate the remaining fields with customer address information.

3. Notice that the second address line is presently blank on the Manual Orders screen.

4. select the  Update Customer Records button and see that the second address line is also blank in both places on the Revise Customer and Sold To Addresses screen.

5. Enter a value in the second address line in the upper left-hand corner of the Revise Customer and Sold To Addresses screen.
6. Select the box labeled Replace Customer Data with New Data.
7. Click OK to make the changes.

8. The second address line of the customer record now reflects the new information.

• No orders have been selected for change in this example, but if it is desirable to do so, select the All or Selected check boxes and choose the affected orders from the list. If Selected is chosen, select the row of an order to be changed, or hold the CTRL key down while selecting multiple rows.
• Then select OK.

Additional information

Created: 9/17/10

Revised: 7/28/15

Published: 08/19/15