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Current Customer Info & Options Screen

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Overview

The Current Customer Info and Options screen synonymous with the Microsoft Access Form Object or user interface. is displayed whenever an new order is placed for an existing customer and the program detects multiple accounts or addresses for an existing customer.

For example, when the [Add Orders] button on the Orders screen is used to create a new order for the current customer this screen will be displayed if the user indicates the order is for the customer associated with the currently viewed order.

It may also be displayed during the course of placing an order for an existing customer at the Manual Orders screen to confirm the billing and shipping address information to be used. If the customer has previous transactions on file or any credit or balance due carried forward, this screen also provides that information to the user when the order is placed.   

Review and choose the address, account, transaction or credit/balance information and click the [Continue] button to proceed.

The Carry Forward Amounts and Additional Credit Card Transactions tabs are not pictured here.

Description of the Current Customer Info & Options Screen

Figure 1: Current Customer Info & Options - Customer Notes electronic records, for internal use only, that contain additional details about program events, actions or customer information that are stored with order, customer, inventory and supplier records. Notes can be entered manually by the user or automatically entered by the program, based on parameter settings in some cases. tab

Figure 2: Current Customer Info & Options - Additional Ship To Addresses tab

Created: 1/20/12

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