Default Customer

Default Customer lets you choose a customer to use for a connection importing orders. This Customer is used when importing Orders if another is not found but that's not all.

Default Customer also works with Customer Parts to use a customer's part numbers to substitute, change quantities, set units of measure, set special pricing for this customer.

To remove Default Customer select the entry and type Backspace / Delete to remove.


  Multi-Customer Matching

Multi-Customer Matching uses 2 Lookups to find one card for a customer with many.

Most customers with multiple Ship-To's have one Customer card and many Contacts. Some have multiple Customer cards, if they pay separately, but try to work similarly.

Select Multi-Customer in Advanced Settings and map both Customer Lookup and Ship-To Lookup (normally for Contact) and it will match one Customer by using both.


  Code Wildcard

Code lets you enter a prefix for Customers created by a connection or to find matching.
Entering a Wildcard, the At symbol, lets you match Listing with various codes you set.



  Multi-Customer Lookup

Multi-Customer Lookup is custom to handle multiple Customer cards for a customer.