Editing A Customer

To edit a customer, go to “Customer” under the Daily Books Menu. The list of your customers will come up. Simply click on the edit button () and click into the field you wish to edit, make your changes and click the SAVE button when finished. You can also double click on the customer name to display the details screen.

 

Refresh Dropdown Menu

Because data in Series2k is web-based, if you add a new vendor or supplier and want to use them immediately, it will be necessary to refresh the download menus since the data you have is web based. To do this simply click on the “Refresh Download” button () at the top of the screen. This will automatically update the system.