This article applies to the Search screen that is accessible from the Enter Orders Manually and the Point of Sale screens. If you would like more information about the Search screen that is accessible from the View Customers screen, see View Customers> Search for Customers.
Note: For more detailed information on exactly how the program searches for customer records, see Parameters for Setting How the Order Manager Searches for Customer Records.
Click the Search button under the Bill To heading on the Addresses tab of the Enter Orders Manually screen.
The Search for a Customer dialog box opens:
Each of the asterisked (*) fields can be the only search criteria for a given search since the values stored in these fields in the customer records are unique.
All other text fields are "wildcard" search criteria. If you wish, you can enter only the first few letters or numbers of a value. The program will search for all customer records with values in the same field that begin with those characters. For example, if you enter "Rob" in the First Name field, the program will return a list of customers who first names are Rob, Robin, Robert and so on.
If you enter selection criteria in more than one field, the program searches for customers that match the combination of all of the criteria you entered. Or, if you click Begin Search without entering any search criteria, the program returns a list of all customer records.
After you enter your search criteria, click Begin Search.
You can cancel the search at any time by clicking Cancel.
When the search is complete, click on the appropriate customer and click OK. Your view returns to the Enter Orders Manually screen.