Select Customer Dialog

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Select Customer Dialog
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Key Areas > SalesOther Screens & Specialised Dialogs > Select Customer Dialog

Glossary Item Box

Introduction

Finding a customer on the sale screen is achieved using the Find button.

 

How To Access This Dialog

Pressing the Find button will bring up a list of all customers currently existing in the system.

 

Figure  : Sales Screen Extract, indicating the 'Find' button.

      

How To Use This Dialog

  • You can search for customers to limit the list results. Simply highlight one of the name, number or phone number fields, type in your search, and press Enter.
  • Any value that matches or includes the searched value will be show in the Select Customer Dialog.
  • For touch screen users: Select the field you want to search for, press Alpha Pad, press Clear, type in your search terms and press Yes/OK.

 

 

Figure  : Select Customer Dialog, showing a list of customers.

 

 

Figure  : Sale Screen extract, showing account fields and buttons.

Configuration Requirements

  • None

Additional Preferences / Information

  • None