Chapter 603 Multi-Customer
Multi-Customer customizes managing many Customers cards for one large customer.
Multi-Customer Lookup
Multi-Customer Lookup is custom to handle multiple Customer cards for a customer.
Multi-Customer PO
Multi-Customer PO finds the matching Customer card using the customer PO prefixes.
Multi-Customer Default
Default Customer lets you choose a customer to use for a connection importing orders. This Customer is used when importing Orders if another is not found but that's not all.
Default Customer also works with Customer Parts to use a customer's part numbers to substitute, change quantities, set units of measure, set special pricing for this customer.
To remove Default Customer select the entry and type Backspace / Delete to remove.
Multi-Customer Matching
Multi-Customer Matching uses 2 Lookups to find one card for a customer with many.
Most customers with multiple Ship-To's have one Customer card and many Contacts. Some have multiple Customer cards, if they pay separately, but try to work similarly.
Select Multi-Customer in Advanced Settings and map both Customer Lookup and Ship-To Lookup (normally for Contact) and it will match one Customer by using both.
Multi-Customer Wildcard
Code lets you enter a prefix for Customers created by a connection or to find matching.
Entering a Wildcard, the At symbol, lets you match Listing with various codes you set.
Multi-Customer Reporting
Multi-Customer Reporting customizes powerful reports for charting customer results.