Davisware GlobalEdge 2008 Customer Records Processing.
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Transcript of Davisware GlobalEdge 2008 Customer Records Processing.
![Page 1: Davisware GlobalEdge 2008 Customer Records Processing.](https://reader035.fdocuments.net/reader035/viewer/2022070615/5a4d1bdc7f8b9ab0599dcdac/html5/thumbnails/1.jpg)
Davisware GlobalEdge 2008Customer Records Processing
![Page 2: Davisware GlobalEdge 2008 Customer Records Processing.](https://reader035.fdocuments.net/reader035/viewer/2022070615/5a4d1bdc7f8b9ab0599dcdac/html5/thumbnails/2.jpg)
Customer Master Menu Options
Customer Daily Processing MenuCustomer By AddressCustomer By NameCustomer By PhoneCustomer By Cust-no
![Page 3: Davisware GlobalEdge 2008 Customer Records Processing.](https://reader035.fdocuments.net/reader035/viewer/2022070615/5a4d1bdc7f8b9ab0599dcdac/html5/thumbnails/3.jpg)
Find Customer Screen:
Existing Customer –
Enter data to find customer“F8 – OK”
***NOTE***The customer information you enter may have multiple sites or various customer records available. If this is the case a Customer Browse screen will appear for you to choose the correct location. (See next slide)
New Customer Record –“F2 – New”
![Page 4: Davisware GlobalEdge 2008 Customer Records Processing.](https://reader035.fdocuments.net/reader035/viewer/2022070615/5a4d1bdc7f8b9ab0599dcdac/html5/thumbnails/4.jpg)
Browse Customer Screen:
If multiple customer records come up based on previous data entered –
Click on the customer line representing the customer record you wish to find so that it is highlighted.
“F8 – OK”
***NOTE***You may click on any of the Labels in the Header Row to sort the records by that data column.
![Page 5: Davisware GlobalEdge 2008 Customer Records Processing.](https://reader035.fdocuments.net/reader035/viewer/2022070615/5a4d1bdc7f8b9ab0599dcdac/html5/thumbnails/5.jpg)
Customer Record Screen
From this screen you can access most of the customers information.
Note the Tabs that are available across the top of the screen
![Page 6: Davisware GlobalEdge 2008 Customer Records Processing.](https://reader035.fdocuments.net/reader035/viewer/2022070615/5a4d1bdc7f8b9ab0599dcdac/html5/thumbnails/6.jpg)
Customer Maintenance Screen:
Setting up a new customer record.
Enter all available data.
Remember to set up Tax records. You will be prompted for the State tax info once you click OK.
“F8 – OK”
![Page 7: Davisware GlobalEdge 2008 Customer Records Processing.](https://reader035.fdocuments.net/reader035/viewer/2022070615/5a4d1bdc7f8b9ab0599dcdac/html5/thumbnails/7.jpg)
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