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The customer record is a basic source of customer information.  This record is relevant to your Sales Order, Accounts Receivable, and/or Return Authorization modules as certain data from this record serve as default values in the Transactions functions in these modules.

 

The customer record also allows you to view updated information of your customer’s sales transactions.  In the Customer Maintenance function window, you can perform either of the following processes:

 

•Set up a customer record

•Copy, update or delete a customer record

 

 

 

See Also

Set Up Customer Record

Update, Delete or Archive Customer Record

Customer Reports

 

 

 

 

 

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