CUSTOMER CROSS-REFERENCING

If a customer has a dba, or works under more than 1 name, you can create a Cross Reference to the “master” customer record.
This can prevent a user from inserting a number of orders under different customer names when in fact they are all for 1 customer.
It also allows for a Fast Find by different spellings, dropping prefixes (“the”), or by contact name.

Find the “Master” Customer (the one to enter the orders under), and make a note of its customer code. As an example: The Country Bunny, code TCB.

Insert a New Customer using a new code and the “Cross Reference Name”. example: “Country Bunny”, code TCB1.

In the City Field enter “XREF” or “Cross Reference”.
No other fields should be entered.

Click on the Info button for this new “customer”,
Above the red line you will see the field “Cross Reference Cust Code”. Insert the Customer Code of the “Master” Customer in that field, example: TCB.

Now, whenever you FIND or INSERT an order, if you enter or select “Country Bunny”, “The Country Bunny” will be used instead.

Updated 5/24/2021 by SH