Farm IT Help - Finding a Customer

Finding a Customer

To find the details of an existing customer bring up the 'Find Company' box by clicking on 'Find' within the 'Customers' menu

Choose the customer from the drop down list by clicking on the down arrow and scrolling down until you find the right entry. Customers are listed in alphabetical order of Company Name.

Click on the customer required then click 'OK'. This will then bring up the main Company Record window which can be edited or added to. This allows access to all relevant information concerning this customer and their ordering activity.

You can also see a list of all your customer with their main details by clicking on 'List Customers' within the 'List' sub-menu of the 'Reports' menu.

This will bring up a window similar to the one below. You can resize the window by dragging the corner and the scroll bars can be used to view information that does not fit.

Double click on a Customer ID to bring up the full details of individual customers.

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