Costpoint Help

Customers

Use the screens in the Customers application group to manage customers or to print a customer list.


Manage Customers

Use this screen to enter and maintain customer information. You can enter the address, phone number, contact, sales order information, and general notes.

Print Customer List

Use the Print Customer List screen to print a listing of customers and their corresponding customer type, terms, sales territory, and credit limit. Print this report at any time after initializing customer files.


Parent Topic:

Sales Order Entry