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To access all accounts that are in BizWizard, click on the All Accounts Icon in the Customer Accounts menu.
NOTE: This is not a list of companies/customers that have ever order from you, it is only a list of customers that have an account setup with your store.
To add a new customer click on the Add New Customer Button in the upper Right of the Work With Customer Accounts Screen
You can use the search box on this screen to enter a company name, customer contact, or just about any other information that is listed in a customer account:
NOTE: by clicking on advance search, it will also add invoice #, PO number and Tax Exemption number for any invoice by that customer.
To access a customer account in this list, simply double click on the customer account line you wish to open.
For more information on maintaining a customer account see Maintaining Customer Accounts.
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Unauthorized use or duplication strictly prohibited. |
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