ACCOUNT DIRECTORY

The Account Directory lets you look up customer information, including special invoicing requirements.

To display a customer listing:

1.  Select the type of Search needed:  Ship-To or Bill-To. 

2.  Select the account type or “ALL” from the Type selection Box.

NOTE:   You will see the Type selection box if you accessed the Directory from the Main Menu. If your path was from a Claims Menu screen, you will not see the box.

3. Select Starts With or Contains. 

NOTE:  This selection pertains to the Account Name or City and will allow you to search for accounts that start with or contains the specific criteria entered.

4. Enter search criteria for at least one field. It is a good idea to complete as many fields as possible to speed the search.

NOTE:   The 5-3-2 rule is recommended for its efficiency and speed. Key in five letters for Account Name, three letters for City and select the 2 digit abbreviation for State.

5.Click the Search button to display the customer listing.

Bill-To Search Results:

If Bill-To Search was selected, the results screen displayed will show all Bill-To’s that match the selected Criteria entered.  At this point you will have the option to:

1. Modify the original search criteria entered.  You can change/add name, city, state, zip code, and store/plant number and click Search for new results.

2. Refine your search at a Ship-To level by entering City and/or State and clicking on the desired Bill-To name.

3. Display all Ship-To’s for a specific Bill-To by clicking on the desired Bill-To Name.

Ship-To Search Results:

If Ship-To Search was selected, the results screen displayed will show all Ship-To’s that match the selected criteria entered.  At this point you will have the option to:

1. Modify the original search criteria entered.  You can change/add name, city, state, zip code, and store/plant number and click Search for new results.

2. Display all Ship-To’s for a specific Account Name by clicking on the desired Ship-To Name.

Final Results:

1.Find the account that you want by scrolling through the listing using the Page arrow, Next and Previous buttons.

2. To see if an account has any special contracted service prices with your company or if they use regular service prices, click on More in the NAFA Services/Repair column.

3. If a "Y"appears in the Customer Special Instructions and/or Credit (Crd.) columns, click the "Y" to view additional information regarding the customer.

4. To import the Account Number to your Delivery Receipt, click the abbreviation in the Select (Sel) column.

RESULT:  The correct claims form will automatically be displayed if you came through the Main Menu. Or, you will be returned to the form you were using if you came through the Claims Menu.