Customers on Transactions

(Beginning with Prism 2.1.2, the main transaction form was updated to include elements for working with Ship To customers. Prior to Prism 2.1.2, users had to navigate to Item Details > Shipping to add/edit a Ship To customer.)
A transaction can include both a Bill To Customer (the customer paying) and a Ship To Customer (customer to whom the merchandise will be shipped). The transaction form includes a Bill To tab for entering Bill To customer information and a Ship To tab for entering Ship To customer information.
When entering a customer on a transaction, users can look up the customer by different filter elements (e.g. Company, Customer ID, Email Address, etc.). By default, "Full Name" is selected in the drop-down. To look up a customer using a different filter element, click the drop-down arrow and select the desired element.

To enter the Bill To customer, begin typing the customer's first name or last name and then press the key:

• If a single match is found, the customer is entered on the transaction
• If multiple matches are found, a drop-down list of matching records is displayed. Click the desired record.
• If no customers match the entered criteria, click Create Customer to create a new customer record.

Multiple Matches Found
If multiple matches are found, a list of the matches will be displayed. Click or tap the desired customer in the list to enter the customer on the transaction.

View Customer Details
Click the Details button to view the customer record.  This makes it easy to update the customer's contact information, if necessary. To navigate back to the transaction from the customer record, click  the Cancel button.

Remove a Customer
To remove the customer from a transaction, click the Remove button near the customer name.

Customer History
If the customer wants to return or exchange an item, you can list the customer and then click the History button. Search for the transaction and then view the transaction, return the item. If you just want to view history, click the Cancel button to return to the transaction.

Changing Tax Area when Removing Customer
If the transaction was using the customer's price level and/or tax area, a prompt is display asking if the user would like to restore the default settings.

Quick Customer Creation
Use the Quick Customer feature to quickly create a new basic record and enter the customer on the transaction.

1. Click the New Customer button.    
2. Enter the customer's information in the appropriate fields. If Titles are defined in RP9, you can select a title (Mr., Mrs., Ms, etc.) from the drop-down. You can select a "Type" for the address, phone and email that you enter. Required: First Name and Last Name    
3. Click the Save button.   
   Quick Customer modal displayed when user click New button under the customer lookup area
   
    

 Changing Lookup Criteria
By default, the Customer Search dialog displays the First Name and Last Name fields.
If you need to use different look up criteria, touch or click the down arrow. A list of available customer lookup fields is displayed. Select the desired field. The text entry fields changes to the selection.
(Note: If you select the Full Name field, then the display will show the defaults of First Name and Last Name.)

• Phone
• Email
• Mark
• Info
• Full Name
• Company

Item Details - Shipping
Shipping customer information can be viewed/edited in Item Details on the Shipping tab.   

1. Select the item being shipped and click the Details button.    
2. Click the Shipping tab.   
3. To look up a customer in the database, click the Customer Lookup button. Use standard lookup procedures to select the filter criteria and operators and then click Search.   
4. To edit the shipping address or add a new address, click the Shipping Address button. Enter the address information and click OK.    
5. Click OK to exit Item Details.    

Item Details - Shipping