Creating, Deleting and Recovering Customers

Navigation: from Main Menu select the Customer Entry button.

To Find a Customer

Begin by entering the customer’s name in the yellow search boxes. To do a new search, press the Clear button. If you have a list of Customers greater than 100, only the first 100 Customers matching the criteria in the yellow boxes will be on the list. You can press the Show All button to read them all in (though it might take a minute).

*Note: If you are using our Multi-store version and would like to sort between stores, first enable the Store column by selecting the Settings button and checking the Store box and clicking Done. A new column will appear with the customer’s home store displayed. You can press the word Store to sort by stores or you can click inside of the yellow box, to select a particular location.

Adding a Customer

To create a new customer, simply press the New button. Fill out the customer’s information in the tab named Address, such as First Name, Company, Address etc. You can also choose which store will be the customers main store by scrolling through the stores in the default box. When all of the information you will need is entered into this Address tab, you may select Save Changes at the top of the window.

Deleting a Customer

• Customers with balances cannot be deleted until the balances are cleared out by making an Adjustment.
• Search for the customer using the yellow search boxes and select the customer.
• Select the Delete button at the top of the window.

*It is preferable to make the customer inactive rather than deleting the customer so that the sales history will remain intact for reporting purposes.

Recovering a Deleted Customer

If you accidentally delete a customer, it is possible to restore the customer with their history. You will need an invoice number from a previous purchase.

• Navigate to Sales Entry
• Mouse over the yellow Search box and select Invoice #.
• Enter the Invoice number and AutoFluent will prompt that the customer has been deleted.
• Follow the prompts to restore.