How To: Running a Customer Name Inquiry (02-08-20)

Overview

This selection is used to view open and history orders by customer. The Branch, Order Number, Generation, Open Date, Status, Next Delivery Date, and Total information appear on the screen for each order. If desired, you can print a hard copy of the information on the screen.

Step-by-Step

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  1. In the Enter Customer for Search field, enter all or part of a customer’s name. For information on including demographic information in this field, please see the Customer Alpha Search section of this document.

  1. All orders for the customer(s) appear on the screen. Use the PageUp/PageDown or arrow keys to navigate through the list.

  1. To print a listing of all orders meeting the search criteria, enter “P” at the prompt.