Searching for a Customer Record

Before selecting items for purchase, you must first locate the customer's record.

If the customer does not have a record in the TPWD system, you will need to add a new customer record (see "Adding a New Customer"). You must perform a search before creating a new customer record to avoid accidentally creating duplicate records.

A customer record can be located by entering search criteria in the Customer Search screen. Search criterion are several pieces of information that together are unique, such as a customer's last name and date of birth.

To Search for a Customer Record:

1. On the Main Menu screen, click Sales. The Customer Search screen appears, as shown in Figure 8.
   
   
   Figure 8: Customer Search Screen
   
   
2. Enter information in one of the sections that display. Only one section can be used at any one time to perform a search. The information entered will be matched to customer records that exist in the TPWD database.
   
   

   The following is a description of each search section. If a section has more than one field, information must be entered in all fields and the record returned must match all information entered:

   Field	Description
   Driver's License	Customer's driver license number.
   Last Name First Name and DOB	Customer's last name, first name and date of birth in the form of MM/DD/YYYY.
   Customer ID	The unique Texas License Connection Customer ID number assigned to each customer when their information is first entered in the database.
   Document Number	Identification number of a unique document purchased previously by the customer.

   
   
   
3. Click Search next to the field in which the customer information is entered.
   If more than one match is found, the Customer Search Result screen appears listing all records returned, as shown in Figure 9. Go to Step 4.
   If a single match is found, the customer information appears in the Customer Details screen, as shown in Figure 10. Go to Step 5.
   
   
   Figure 9: Customer Search Results Screen
   
   
4. To select a record from the Customer Search Results screen, click Select next to the customer you want. The Customer Details screen appears with details of the customer record, as shown in Figure 10.
   
   
   Figure 10: Customer Details Screen
   
   Occasionally the system requires you to verify the residency of an existing customer. For more information, see "Verifying Texas Residency".
   
   
5. On the Customer Details screen, verify that the information is correct. If any details needs to be updated, make changes as needed. For instructions on updating customer information, see "Updating Customer Information".
6. Click Continue to proceed with the sale.
   Or
   Click Back to Search if applicable to return to the Customer Search Results screen and pick a different customer record.
   Or
   Click Cancel Order, located at the top of the screen, to return to the Main Menu screen.