Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

To create an order tied to an existing customer, click the Customer Search button at the top of the screen.

Image RemovedImage Added

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. 

Image RemovedImage Added

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.

Image Removed

 

Clicking an Address button will list all addresses associated with a customer profile.  Click an address to load it into the order.

Image RemovedImage Added

 

Image Added

Image Added

Smart linking by Email

...