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Editing a Customer

The Customer register must be kept up to date, so it will need editing from time to time.

In the 'Customers: Browse' window which appears when the Customer register is opened, the Customers are initially shown in Customer Number order. You can change the sort order by clicking on one of the headings. The underlined heading shows the current sort order.

To search for a specific Customer, enter the text to be found in the Search field in the top right-hand corner of the window and press Return. The text should be such that it would appear in the current sort column: to search by Company Name, for example, sort by Company Name before entering a Company Name (or its initial letters) to the Search field.

To modify a Customer's record, double-click on the line in the browse window. That record will be opened in a window entitled 'Customer: Inspect'. The fields in this window are the same as those in the 'Customer: New' window: please refer here for a detailed description of each field.

Edit the fields as necessary. Move from field to field with the Return key, or with the arrow keys. Click [Save] when you have finished, to save changes.