{"id":4140,"date":"2024-09-18T12:56:07","date_gmt":"2024-09-18T12:56:07","guid":{"rendered":"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4140"},"modified":"2026-10-22T20:25:51","modified_gmt":"2026-10-22T20:25:51","slug":"with-orders-screens-customer","status":"publish","type":"page","link":"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4140","title":{"rendered":"Work With Customers"},"content":{"rendered":"

Clicking the Customers<\/strong> tab automatically displays the Work With Customers<\/strong> window. From here, you can search for customers, create customer records, and update existing customer information.<\/p>\n

Each Customer<\/strong> is a parent account with one or more Account Centers<\/strong> beneath it. Every customer must have at least one Account Center. Account Centers let you organize separate schools, departments, or locations within the same customer account.<\/p>\n

Account Centers are created and maintained on the Account Centers<\/strong> tab in the Maintain Customer window<\/a>.<\/p>\n

\"\"<\/span><\/p>\n

Find an Existing Customer<\/h2>\n

Search by Customer Name<\/h3>\n
    \n
  1. Click the Customers<\/strong> tab.<\/li>\n
  2. Enter all or part of the customer\u2019s name in the Customer Name<\/strong> field.<\/li>\n
  3. Select a Status<\/strong>, or choose All statuses<\/strong>.<\/li>\n
  4. Click Search<\/strong>.<\/li>\n<\/ol>\n

    The results include customers whose names contain your search term. You do not need to enter the complete name.<\/p>\n

    Use Advanced Search<\/h3>\n

    Use Advanced Search<\/strong> to search all fields in the customer record.<\/p>\n

      \n
    1. Enter your search term in the Customer Name<\/strong> field.<\/li>\n
    2. Check Advanced Search<\/strong>.<\/li>\n
    3. Select a Status<\/strong>, or choose All statuses<\/strong>.<\/li>\n
    4. Click Search<\/strong>.<\/li>\n<\/ol>\n

      Open a Customer Record<\/h3>\n

      Select the customer in the results and click Modify<\/strong> to display the Maintain Customer<\/strong> window.<\/p>\n

      Search tip:<\/strong> If you cannot find a customer, try a shorter search term, check the spelling, and select All statuses<\/strong>. Use Advanced Search<\/strong> when the information you know may be stored in another field.<\/p>\n

      Create a New Customer<\/h2>\n

      Before creating a customer, search for an existing record to help avoid duplicates.<\/p>\n

        \n
      1. Click the Customers<\/strong> tab.<\/li>\n
      2. Click New<\/strong>.<\/li>\n
      3. Enter the customer\u2019s information in the Maintain Customer<\/strong> window.<\/li>\n
      4. Review the customer settings and Account Center information.<\/li>\n
      5. Save the record.<\/li>\n<\/ol>\n

        For a guided introduction, see Setting Up Customers<\/a>.<\/p>\n

        Update Customer Information<\/h2>\n
          \n
        1. Find the customer in the Work With Customers<\/strong> window.<\/li>\n
        2. Select the customer and click Modify<\/strong>.<\/li>\n
        3. Make your changes in the Maintain Customer<\/strong> window.<\/li>\n
        4. Save your updates.<\/li>\n<\/ol>\n

          The Maintain Customer window provides access to customer settings, Account Centers, addresses, orders, balances, documents, outgoing emails, and default order comments.<\/p>\n

          For details about these fields and tabs, see Maintain Customer Window<\/a>.<\/p>\n

          Customer Action Buttons<\/h2>\n

          The buttons on the right side of the Work With Customers<\/strong> window let you work with customer records.<\/p>\n\n\n\n\n\n\n\n\n
          Button<\/th>\nPurpose<\/th>\n<\/tr>\n
          New<\/strong><\/td>\nCreate a customer record in the Maintain Customer window.<\/td>\n<\/tr>\n
          Modify<\/strong><\/td>\nOpen the selected customer record to review or update its information.<\/td>\n<\/tr>\n
          Delete<\/strong><\/td>\nRequest deletion of the selected customer record, subject to the system\u2019s deletion restrictions.<\/td>\n<\/tr>\n
          Merge<\/strong><\/td>\nBegin combining duplicate customer records.<\/td>\n<\/tr>\n
          Refresh<\/strong><\/td>\nUpdate the customer list to reflect recent changes.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

          Delete a Customer<\/h3>\n

          Select the customer you want to remove, then click Delete<\/strong>. Review any messages or restrictions displayed by Order Manager before proceeding.<\/p>\n

          Merge Duplicate Customers<\/h3>\n

          Use Merge<\/strong> when multiple customer records represent the same customer. Before proceeding, review the records and identify which customer account you want to keep.<\/p>\n

          Select the customer record and click Merge<\/strong>, then follow the prompts displayed by Order Manager.<\/p>\n

          Refresh the Customer List<\/h3>\n

          Click Refresh<\/strong> to update the displayed customer list after changes have been made.<\/p>\n

          Find Customer Invoices<\/h2>\n

          Click Invoices<\/strong> at the top of the Customers tab to display the Work With Invoice<\/strong> window.<\/p>\n

          \"\"<\/span><\/p>\n\n\n\n\n\n\n\n\n\n
          Search Field<\/th>\nPurpose<\/th>\n<\/tr>\n
          Number<\/td>\nFind a specific invoice by its invoice number.<\/td>\n<\/tr>\n
          Company<\/td>\nLimit results to a particular company or location.<\/td>\n<\/tr>\n
          Customer<\/td>\nFind invoices associated with a customer.<\/td>\n<\/tr>\n
          Account Center<\/td>\nFind invoices associated with an Account Center.<\/td>\n<\/tr>\n
          Date Billed<\/td>\nFilter invoices by their billing date.<\/td>\n<\/tr>\n
          Date Due<\/td>\nFilter invoices by their due date.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

          Enter your criteria and click Search<\/strong>, then open an invoice to review it.<\/p>\n

          Search tip:<\/strong> Your selections work together to narrow the results. If an invoice does not appear, check all selected filters and date ranges.<\/p>\n

          Find In-Store Credits<\/h2>\n

          Click All In-Store Credit<\/strong> at the top of the Customers tab to display the credit search window.<\/p>\n

          \"\"<\/span><\/p>\n

          Enter the available search criteria to locate a credit, then review the matching results. Adding more criteria narrows the search.<\/p>\n

          Work With Invoice Payment Batches<\/h2>\n

          Invoice Batch Payment<\/strong> allows you to apply multiple payments to customer invoices. This is useful when you receive several checks or one check that pays multiple invoices.<\/p>\n

          Click Invoice Batch Payment<\/strong> at the top of the Customers tab to display the batch list. Use the date range to find previous payment batches.<\/p>\n

          \"\"<\/span><\/p>\n\n\n\n\n\n\n\n\n
          Button<\/th>\nAction<\/th>\n<\/tr>\n
          New<\/td>\nDisplay the Maintain Invoice Batch Payment<\/strong> window to create a batch.<\/td>\n<\/tr>\n
          Modify<\/td>\nOpen a selected batch. Open batches can be edited; closed batches can be reviewed.<\/td>\n<\/tr>\n
          Delete<\/td>\nDelete a selected open batch.<\/td>\n<\/tr>\n
          Refresh<\/td>\nUpdate the list of batches.<\/td>\n<\/tr>\n
          Close<\/td>\nClose the window.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

          Send Customer Statements<\/h2>\n

          Send a Statement to One Customer<\/h3>\n
            \n
          1. Click the Customers<\/strong> tab.<\/li>\n
          2. Find and select the customer.<\/li>\n
          3. Click Statements<\/strong> at the top of the tab.<\/li>\n
          4. Review the available statement options and complete the process.<\/li>\n<\/ol>\n

            You can also access customer statement options from the Balance\/Aging<\/strong> tab in the Maintain Customer window.<\/p>\n

            Send Statements to Multiple Customers<\/h3>\n

            Click Reports<\/strong>, then select the Customer Statement<\/strong> tab to access statement options for multiple customers.<\/p>\n

            Import Customers from Legacy Order Manager<\/h2>\n

            Customer importing is available only to users migrating from Legacy Order Manager<\/strong>.<\/p>\n

            To access the import tools, go to System Setup<\/strong> and select the Legacy Order Manager<\/strong> tab.<\/p>\n

            New users who are not migrating from Legacy Order Manager should create customers individually using New<\/strong> in the Work With Customers window.<\/p>\n

            Related Articles<\/h2>\n