Account Screen

The account screen is the starting point to access customer, order and invoice information. Inventory counts and availability are also quickly accessible from here.

To search for a customer, simply type the first part of that customer’s name in the “Company” field and press the Enter key. If a unique match is found, the customer information will appear, as in the example below:

If a unique match is not found, you’ll be brought to the Company/Contact Search screen (this can also be accessed directly from the Account screen by clicking on Search Company).

Double-click on the company name you wish to select and you’ll be returned to the Account screen.

For more information on searching for, adding and editing company records, see the Customer & Vendor training guide.