Update Customer Salesman
Utilities Menu -> Accounts Receivable
Utilities -> Update Customer Salesman
This program can be used to easily update Salesman Codes stored
in the customer record in Customer
Information.
The prompts are:
-
- CUSTOMER NUMBER
- Leave this field blank to display all customers, or enter a
starting customer # for the display, or select a customer from the
Accounting Customer Search window.
Resulting Customer List:
- The customers starting with this number list on the screen in
customer number order with the following information:
-
- CUSTOMER #
- The customer number displays.
NAME
- The customer name displays.
CITY
- The customer's city displays.
ZIP CODE
- The customer's Postal Code or Zip Code displays.
CODE
- The current Salesman Code assigned to this customer
displays.
This code can be changed as required by entering the new code, or
selecting a Salesman code from the drop-down list, as setup in
Salesman Codes.
Expanded Record
- Click EXP/CON or press <F9> to view more
detailed information about this customer, including contact name,
address, account balance, comments, and terms.
Finished ?
- Click ACCEPT to accept the Salesman Code changes and to
exit.
Topic Keyword: ARCF57