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Linking an Order to a new Customer

Linking an Order to a new Customer

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If a clerk does not add a customer at the register when adding an order to Cash Register (TCH) then a generic bill to customer will be used to process the transaction.  If the clerk gets the customer information along with the order number the order can be linked at the time of creating the new customer in Customer Management (CRM).  In CRM, select Add new Customer to be taken to the customer maintenance page:

If using Customer Default Templates (MCT), enter the template code in the Template field, then add the order number in the Ord# field and hit enter.  The system will display the order information on the bottom of the screen, if that is the correct order information, select Assign to add the new customer, see Adding a New Customer to enter a new customer in Customer Management (CRM).

 



 

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