Customer Searches

This help topic is applicable to the following TireMaster applications:

TireMaster Point of Sale

TireMaster Plus

TireMaster Corporate

Searching for customers is one of most commonly performed tasks in TireMaster. Customer searches typically occur when starting various transactions and when you need to review information such as a customer's account balance or history.

To search for a customer

1. Start a task that requires you to search for a customer or select Customers > Maintenance. TireMaster prompts you for the customer's name.
2. Type one of the following, or leave the Enter Name field blank to retrieve all customers.

Name

Tip: You can use the percent sign (%) to replace an unknown portion of the customer's name.

License plate number

System-generated customer number (disregard the site)

Phone number (last four digits of home, business, fax, or cell numbers)

Unit number

Vehicle identification number

Note: Partial entries are allowed for names, license plate numbers, unit numbers, and VINs.
3. To include inactive customers in the search, clear the Active Only check box.
4. Clear the Search All Site check box to limit the search to customers added at your site (in TireMaster Corporate).
5. Click OK. One of the following occurs:

If the search finds an exact match, the Customer Maintenance screen opens to the customer's record.

If more than one customer matches the lookup, the Customer List appears. In this scenario, select the appropriate customer’s name, and click OK.

Tip: If you selected the wrong customer, click the Prev or Next button on the Customer Maintenance screen move to the correct customer record.