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Customer Switch Results

This page displays customer search results. You can maintain customer location information, create new shipping locations or switch the current customer profile by selecting a different buy location. Switching customer profiles means you can maintain orders and quotes, just as if you had logged in using that customer profile originally.

Note: The security level can prevent a user from displaying the Customer Switch menu option. The security level also determines whether the user can maintain or switch to a new customer profile.

Fields

Customer

A code or abbreviation representing a customer. Source: Customer Maintenance in System Tables.

Location

A code representing an address used to transact business with a customer. Source: Customer Maintenance in System Tables.

Name

A name associated with a customer code. Source: Customer Maintenance in System Tables.

Shipping Information

If No, this location is not defined as a ship-to location.

If Yes, this location is defined as a ship-to location.

Buying Location

If blank, this location is not defined as a buying location.

If Yes, this location is defined as a buying location.

Hyperlink

Next

Displays the next page of the search results.