Assign to Different Customer

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Overview

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 select 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.

  

Additional Information

Customers

Process Orders

Matching New Records to Existing Customers

 

Created: 8/9/12

Revised:

Published: 04/14/16