Assign to Different Customer

Overview

• Sometimes you will have orders from the same person that have enough different information in them (name, address or email address, etc. ) that the program does not recognize it is coming from an existing customer. Refer to system parametersCustomerSearchField1-4.
• Instead, the program creates a new customer record with which the order is associated.
• 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. Click the Customer tab and elect Assign to Different Customer.
4. The Search for Customer screen opens. Enter search criteria and click Begin Search.
5. Select the correct customer from the Select a Customer screen, and click OK.