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To create an order tied to an existing customer, click the Customer Search
button at the top of the screen.
Enter your search criteria and click the search
button to find the customer. One or more listings (if found) will be displayed.
Click to select the appropriate one.
Selecting a Customer Profile Address
Most customers will have more than one address. After activating a customer profile,the addresses
button will appear above the shipping and billing sections.
Clicking an Address button will list all addresses associated with a customer profile. Click an address to load it into the order.
Smart linking by Email
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