Working with Existing Customers

1. If more than one customer is returned in the list, select the appropriate customer and check the Use Existing Customer check box.

2. Click Next. This displays the Credit Check window.

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3. You can either skip the credit check or perform a credit check.

4. Click Finish. This displays the Make Sale window.

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5. Enter products and click Complete Sale to finish the transaction.

See also:

Performing a Credit Check.

Searching the Product Catalog

Printing the Quote

Viewing the Transaction History

Creating a New Customer

Editing Customer Information