Searching a Customer
In the customer management window, the system displays a registered customers list, allowing customer searches by code, name, or CNPJ.
Procedures
To search a customer:
1. | In the customer management window, the system displays the registered customers list. |
2. | In the Search option, choose the query type. |
Code
You can find a customer by registration code.
Name
You can find a customer by company name or its initials. If this is your initial query, the system shall list all customer names beginning with the chosen letter.
1st Example: Center Fernandes
2nd Example: C
CNPJ
You can find a customer by registered CNPJ.
3. | After choosing query type, input customer's code/name/CNPJ on the blank line. |
4. | Click Search. |
The system shall display the customer's name on the window's upper area.
5. | Use the arrows on the right hand side of the window, or the Details option, to display data on chosen customer. |