Select an IBS Customer
The Customer is the person or company who is responsible for paying for the shipment; therefore, this is a required field. The Accounts Receivable module uses the Customer number to track who is responsible to pay the charges on shipments and when those charges are paid. NOTE: Customers and Accounts are both found in the Customer File in our database.
The Customer File may be viewed in one of three different sort orders (By Customer Name, By Customer Number, By SCAC Code). To select the desired sort order, move your mouse cursor to the appropriate tab at the top of the Select an IBS Customer window (By Customer Name, By Customer Number, or By SCAC Code) and left-click your mouse once. This window titled Select an IBS Customer allows you to Select an existing customer, Insert a new customer, or Change an existing customer.
At the top of this window titled Select an IBS Customer is a locator box titled either Sort Locator, IBS Customer Number, or SCAC, depending upon the sort order tab you selected. This locator box may be used to quickly access a specific customer. Type the name/number of the customer you wish to access, press the Tab key, and that customer (or the closest match to the name/number you typed) will be highlighted in the list box. NOTE: Your mouse cursor may be located in the list box or in this locator box when you type the name/number.
[ Select ] Press this button to select the highlighted customer.
[ Insert ] Press this button to insert a new customer into the Customer File. This will open a window titled Adding an IBS Customer where you may enter the appropriate information for this new customer. For additional information on how to add a new customer to this file, see Update Customer File.
[ Change ] Press this button to edit information for the highlighted customer. This will open a window titled Changing an IBS Customer where you may edit any of the information for this customer. For additional information on how to edit an existing customer's information, see Update Customer File.
[ Close ] Press this button to close this window and return to the previous window.
[ Help ] Press this button (if available) or the F1 key to view the Help text for this window.
