Customer Selection is used to select the customer, or company that is required to be linked to the parts order, invoice, etc.
This is done to pull across a customers CRM record that already contains their data and information about them, so this does not need to be keyed in individual everything that customer is dealt with by the dealership.
The Customer Selection can be done by going to the Customer and Vehicle tab, or by clicking into the two boxes at the top of the invoice screen, and upon selecting either of these the customer search box is displayed. Within this screen the CRM database can be searched and a customer selected.
After the search criteria has been inputted the results are shown.
The ‘New Customer’ button is available only after a search has been performed.
Select the customer by double clicking the search result. The following window will now be displayed.
Select ‘Accept’ to return to the Invoice screen.