Tabs of the Manage Customers Screen
The Manage Customers screen has the following tabs: Customer Details, Sales Order, SO Address/Contacts, and Credit Info.
- Related Topics:
- Customer Details Tab
Use this tab on the Manage Customer screen to enter details about a customer. - Sales Order Tab
Use this tab on the Manage Customers to set up pricing, shipping, billing, and contact information. This is the default information when you enter a sales order for this customer. - SO Address/Contacts Tab
Use this tab on the Manage Customers screen to enter sales order contact and address information. - Credit Info Tab
Use the Credit Info tab on the Manage Customers screen to apply finance charges and set credit limits for customer accounts. You can also review a customer's account receivable information to determine a customer's available credit and other balance information.
Parent Topic: Manage Customers