Customers

Overview: Use the Customer page to review orders placed by the specified sold-to customer. From this page, you can select an order for review and maintenance, update the customer information as well as advancing to Order Entry.

For technical and concept information see the Technical Guide.

The following options are available regarding customers. Use the following links to learn about the different sections of the Customer page.

• Customer Information Panel

• Edit Customer Information

• Customer Order List

• Customer Items List

• Customer Purchase History List

• Customer Loyalty List

• Additional Customer Data Options

How to display:

• Perform a customer search on the Search for Orders or Customers page when only one customer is found.
• Select a customer on the search results at the Search for Orders or Customers page.
• Click the Customer Summary Fields in the Order Summary Panel in order entry.
• Click the sold-to customer name and number at the Sold-To Panel of the Order Summary page.
• Select a customer on the Manage Held Orders page.

Navigation:

You can navigate directly to the Customer screen from Order Inquiry links in certain screens in Classic View (Work with Customer Action Notes (WCAN), and Work with Customers (WCST). If you switch back to Classic View, you are returned back to the original screen (WCAN or WCST) and company in Classic View.

When you first advance to the Customer page, customer orders display in descending order date (newest to oldest), and within order date, by descending order number sequence.

Customer Tab: The customer’s name displays in the page tab for the Customer page. If the customer does not have a last name, the first ten positions of the company name display as the tab title.

Customer Page Title: The title of the page usually displays the customer’s name in first name, last name display with the Customer Number is in parentheses. When the Purchase History tab is available, this is the Customer Engagement ID. If a customer name does not exist, the title of the page displays the customer’s company name. Also on the title bar is the Create Order option and More Options () menu containing Additional Customer Data Options.

Customer Information: The left side of the Customer page is the Customer Information Panel. Here you can view or edit the customer’s details. This panel also allows you to Review Frequently Purchased Items and Manage the Address Book.

Lists available to display: The following lists are available from the Customer page:

• Orders tab: The Orders tab is selected by default at this page when you select a customer and displays the Customer Order List containing all orders placed by the specified sold-to customer on the main panel.

• Items tab: Select this tab to display the Customer Items List.

• Purchase History tab: Select this tab to display the Customer Purchase History List. This information is provided by Customer Engagement, and the Purchase History tab is available only if the ORCE Customer Integration (L37) system control value is set to INTERACT.

• Loyalty tab: Select this tab to display the Customer Loyalty List. This tab is available only if the ORCE Customer Integration (L37) system control value is set to INTERACT, and the Use ORCE Loyalty (M06) system control value is selected.

Additional Customer Options: The More Options ellipsis menu () next to the Create Order option on the title area of the Customer page provides additional customer data options. Clicking on a menu option opens as its own drawer. See Additional Customer Data Options for more information on each drawer.