SELECT FROM THE MENU
BAR CUSTOMERS THEN ADD / MODIFY / DELETE CUSTOMERS.
You can also access the Customers screen by selecting the Customers button on the main switchboard, the
button is found on the top row of the buttons on the main Retail ADVANTAGE Software
screen.
To
add a Customer, just begin typing in their information in the spaces provided.
1)
The Customer ID can have numbers or letters. You have the flexibility to use whatever
combination of characters you want for the Customer
ID. A suggestion is to use the Customer’s
telephone number as their Customer ID. The software has the ability to Auto-Increment
Customer ID. If you choose to Auto-Increment
Customer ID then Retail Advantage will automatically assign a number to each Customer as
you enter them into the system, the option is under Customers – Setup on the menu
bar.
2)
It is not necessary that you
enter information in the First Visit, Last Visit, Visit
Count fields for New Customers. The date
of their first Point of Sale transaction will be automatically recorded as their First Visit and the system will begin counting
their visits. If you want to add a Customer
into the system who is not new to the Retail, you can Right Click in the First Visit box and select the date when the
Customer first visited the Retail. If this
information is not of great importance, you may leave it blank and let the software record
the information from today’s date forward.
3)
The Address, Telephone numbers
and Email fields can be found at the bottom left portion of the screen. When you enter the Zip Code the City and State
fields will automatically show.
4)
User Field1 – User Field 5, User Date 1 & 2:
These fields are user-definable, which means that you can label them whatever you want to
name them. For example, if there is additional
information you would like to store that is not already on the Customer screen, you may do
so in these boxes. To change the labels for
any one of these User Fields, go to Customers
on the Menu bar, then Setup, the last option is
Setup Customer User Defined Fields. You can modify or delete the labels as well as
select Yes or No if you want the box to be Visible. (if
you don’t even want these boxes to show in the Customer Screen, you can select No and
they will not appear).
5)
Edit Preferences – If you have setup Customer
preferences (as instructed in Chapter 2, Section 2.3 on Page 8) then you can enter each
Customer’s personal preferences.
6)
The Series, Retail History and Gift Certificate buttons allow you to view these
items for each specific Customer. In the
Retail History screen, select the date and click OK. In the Series screen, you may keep track of all
series sales purchased by that client as well as the
quantity left. You can view a Customer, add
Customer information and edit previously entered Customers.
To
view or edit a particular Customer you must
recall the Customer record.
1) You may recall the Customer record by
using the previous, next, first, and last arrow buttons located near the bottom of the
Customer screen. These buttons
allow you to navigate through your Customer records in the order of selected sort search
by located to the left of the navigation buttons. The
order sequence can be by Customer ID, First Name or Last Name.
2) You may also recall a Customer by using
the Find A Customer By Customer ID, Last Name or First Name option located in upper
left-hand corner of the Customer screen. To
use this option just enter either Customer ID, First Name or Last Name or a combination of
the three, then press Enter. This will
initiate a find function and if there is an exact or unique match used for the find a
record will appear in the Customer screen. If
there is no exact match, the system will generate a select list of possible matches or an
empty select screen if there are no matches. You
do not have to enter a full name for the search, you can put partial names in the system
and the search will find all matches to the partial listing.
You
can not delete a Customer that has Point of Sale records, you must delete those invoice
records in order to delete the Customer. You
can delete POS invoices from the Point of Sale – General Setup Screen.
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