Find Form

Find Form is used to find a Customer Return Form that has been processed.

To find a Customer's Return Form

1.From the main menu, click Tools > Customer Return Form > Find Form. The Find Customer Return Form window opens.

 

Click to View Full Size
Click to View Full Size

 

2.Using the Buttons on the Find Customer Return Form:

Button

Description

 

Button_Search_Cust_Form

 

Click this button to search for the customer's return forms based on the information entered.

Button_Refresh_Form

 

Click this button to clear all of the fields.

Button_Close_Form

 

Click this button to exit the Find Customer Return Form.

 

3.Use the open fields to initiate a search:

Field

Description

 

Customer Number

To find a particular customer number, enter the customer number in this field.

Location

To search by a location, enter the location number or use the drop down to select a location and enter a start and end date.

Start Date

Enter a Start Date to begin a search range. The Start Date may be the current date or a past date.

End Date

Enter an End Date to end a search range. The End Date may be the current date or a past date no more than 7 days from the start date.

Note: After entering or changing any of the search fields, you must click the Search Button_Search_Cust_Form button or press the ENTER key in order to generate the search.

 

4.Once the search is made, the Customer Forms section will display the return forms based on the search criteria.

Click to View Full Size
Click to View Full Size

 

5.Click the plus sign box Button_PlusSign to close the additional information about the return form.

6.Click the Select Button_Select button next to the desired form to open a preview of the Customer Return Form that was printed for the customer.

7.Click the Printer Icon Button_Printer_Icon button to print the Customer Return Form.

8.Click the Customer Forms Button_Customer_Forms tab (top left side) to return to the list of customer forms. You may select another return form if necessary.

9.Click the Close Button_Close_Form button to exit the Find Customer Return Form.

 

Topic Last Edited: 4/10/2017