1. Davisware GlobalEdge 2008 Customer Records Processing

2. Customer Master Menu Options Customer Daily Processing Menu Customer By Address Customer By Name Customer By Phone Customer By Cust-no

3. Find Customer Screen: Existing Customer – Enter data to find customer “F8 – OK” ***NOTE*** The customer information you enter may have multiple sites or various customer records available. If this is the case a Customer Browse screen will appear for you to choose the correct location. (See next slide) New Customer Record – “F2 – New”

4. Browse Customer Screen: If multiple customer records come up based on previous data entered – Click on the customer line representing the customer record you wish to find so that it is highlighted. “F8 – OK” ***NOTE*** You may click on any of the Labels in the Header Row to sort the records by that data column.

5. Customer Record Screen From this screen you can access most of the customers information. Note the Tabs that are available across the top of the screen

6. Customer Maintenance Screen: Setting up a new customer record. Enter all available data. Remember to set up Tax records. You will be prompted for the State tax info once you click OK. “F8 – OK”