Customer

Purpose

The Customer Tab is used to customize the Edit Customer Window for Delivery and Pickup Orders.

Accessing the Customer Window

While in Focus Setup, select Order Entry > Order Types > Customer.

Figure 6.22 Order Types Customer Window

Figure 6.23 Order Types Customer Window Fields

Field

Description

Search Method

Phone Number	The default Search Method on the Customer Search Window is Phone #.
Company Name	The default Search Method on the Customer Search Window is Company Name.
Last Name	The default Search Method on the Customer Search Window is Last Name.
Account Number	The default Search Method on the Customer Search Window is Account Number.

Match

Begins With	The default Search Match on the Customer Search Window is Begins With. For example, if the Search Method is Last Name and the user enters “KO” in the Search Text box then all Customers with a last name that begins with “KO” are found.
Contains	The default Search Match on the Customer Search Window is Contains. For example, if the Search Method is Last Name and the user enters “KO” then all Customers with “KO” in any part of their last name are found.
Exact Only	The default Search Match on the Customer Search Window is Exact Only. For example, if the Search Method is Last Name and the user enters “KO” then only Customers with a last name of “KO” are found.

New Customer Fields

Field

Description

The fields on the New Customer Window can be configured to be displayed, required and tabbed.

Option	Display	Required	Tabbed	Example
Do Not Display	No	N/A	N/A	N/A
Display / No Tab	Yes	No	No	Displays optional fields that rarely have to be entered (i.e., Delivery Instructions and Comments).
Display / Tab	Yes	No	Yes	Displays optional fields that are often entered (i.e., Phone #2).
Required / No Tab	Yes	Yes	No	Displays required fields that rarely have to be entered (i.e., City, State and Zip Code are configured based on the Phone Prefix).
Required /Tab	Yes	Yes	Yes	Displays required fields that are often entered (i.e., Address).

Phone #

The customer’s phone number.

Account #

The customer’s account number.

Picture

The customer’s picture.

First Name

The customer’s first name.

Last Name

The customer’s last name.

Address

The customer’s address.

Address 2

The customer’s address.

City

The customer’s city.

State

The customer’s state.

Zip Code

The customer’s zip code.

Zone

The customer’s Delivery Zone.

Delivery Instructions

Special Delivery Instructions for the Customer Account.

Comments

Any other comments regarding the customer.

Do Not Deliver

Delivery is not allowed for the Customer.

Bad Check

The Customer has previously written a bad check.

Allow Charge

The Customer is allowed to charge.

VIP

The Customer will be noted as a VIP on the Customer Window in Focus Order Entry.

Phone #2

Displays the Customer’s Phone #2.

Fax #

Displays the Customer’s Fax Number.

Birth Date

The customer’s Birth Date (mm/dd/yyyy).

Charge Limit

The Customer Account balance may not exceed this amount.

E-mail Address

The customer’s e-mail address.

Company Name

The customer’s Company Name.

Returned Mail

Alerts the user that a new Address is needed the next time the Customer Account places an order.

Require Approval

Approval will be required before an order may be placed for the Customer Account.

Anniversary Date

The customer’s Anniversary Date (mm/dd/yyyy).

Apartment

The customer’s apartment or suite number.

Job Right – ‘Office – Order Types’