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  1. Setting up and maintaining customer records
  2. Maintaining a customer record

Maintaining a customer record

  1. Select Customer > Setup > Customer.
  2. Select the customer record to maintain.
  3. Click Edit.
  4. Click the appropriate tab, and then make the required changes.
  5. Click Save.
Related topics
  • Copying a customer record
  • Deleting a customer record
  • Inactivating a customer record
  • Adding a customer record
  • Setting up and maintaining customer records
    • Adding a customer record
    • Copying a customer record
    • Maintaining a customer record
    • Inactivating a customer record
    • Deleting a customer record
    • Setting up customer accounts to receive shipping notification emails
    • Setting up customers and ship tos for consolidated invoicing
    • Specifying pick label settings for a customer
    • Adding a ship to/job record
    • Adding a freight billing record
    • Creating a customer master group
    • Assigning a customer to a customer master group
    • Inactivating a customer master group
    • Setting up a manufacturer vendor in Customer Setup