New order, existing customer

[5StarAwards]

So I am about to enter and order for a customer that is in my database. Since we are just starting to use the system, this is a new order in BizWiz, albeit a repeat order in my previous system. I am going to cut and paste details from Quickbooks for the order.

However, I have already entered all my customer data into Biz Wiz and now I have to do it again for this order? Should the customer field populate from the customer database as opposed to a previous order? I am not finding this information in the manual.

[M. David Matney]

If you have imported your customers into the Customer system, simply click on Direct Billing in Additional Order options and actions. Double click the customer to change it from Counter Sales. Select the customer and contact you wish to link the order to.

The Pull-Down List for company name on the Maintain Order Screen is for previously entered orders. So once an order is entered, then they will appear in that pull-down.