Editing Customers
Editing customer information only affects unposted orders.
- Example: If an address is updated, the correction shows on pending orders but not on orders that have already posted.
To edit customer records:
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Click Main >> Customers.
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Select the customer record to be changed and click Edit.
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Result: An Edit Customer window displays.
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Information tab: Enter the customer information.
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Service History tab: No information is available until orders are processed for the customer.
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Payment Record tab: No information is available until payments have been made by the customer.
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Comments tab: Enter comments about the customer.
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Click Submit >> Close.