Sort Name

This is a shortened version of the customer name. You can display customers by sort name.

For example: A customer wants to charge to his or her account and you do not know the customer number. You can look up the account by the sort name.

 This is an alpha field. You can enter up to ten letters.

If you leave this field blank when adding a customer, the system enters the first ten characters of the name. For example, the sort name for Scott Nelson is SCOTTNELSO.

If you do not have a scheme for sort names, you may want to use the following strategy:

• For businesses, use the first five letters of the name. For example, the sort name for Anderson Construction is ANDER.

• For individuals, use the first three letters of the last name, and the first two letters of the first name. For example, the sort name for Susan Green is GRESU. This ensures that you can easily find a customer whose last name is the same as another customer's last name.

• If this is a transfer account, use a sort name that is not likely to come up in POS. For example, use X as the first character of the sort name.