User manual - 顧客管理Proユーザーズマニュアル

2
目次
目次目次
目次
はじめに
はじめにはじめに
はじめに ................................
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１
１１
１章
章章
章 顧客管理
顧客管理顧客管理
顧客管理 Basic
BasicBasic
Basic/
//
/Pro
ProPro
Pro のご
のごのご
のご紹介
紹介紹介
紹介 ................................
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55
5
1.1
1.1 1.1
1.1 システム
システムシステム
システム概要
概要概要
概要 ................................
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6
1.
1.1.
1.2
22
2 業務
業務業務
業務・
・・
・機能一覧
機能一覧機能一覧
機能一覧 ................................
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7
1.
1.1.
1.3
33
3 ＲＦＭ
ＲＦＭＲＦＭ
ＲＦＭ分析
分析分析
分析とは
とはとは
とは ................................
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２
２２
２章
章章
章 顧客管理
顧客管理顧客管理
顧客管理 Basic/Pro
Basic/ProBasic/Pro
Basic/Pro の
のの
の操作
操作操作
操作 ................................
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2.1
2.1 2.1
2.1 顧客帳
顧客帳顧客帳
顧客帳 ................................
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2.1.1
2.1.1 2.1.1
2.1.1 ベース
ベースベース
ベース画面
画面画面
画面 ................................
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1111
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2.1.2
2.1.2 2.1.2
2.1.2 顧客情報
顧客情報顧客情報
顧客情報の
のの
の新規登録
新規登録新規登録
新規登録 ................................
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1212
12
2.1.
2.1.2.1.
2.1.3
33
3 売上登録時
売上登録時売上登録時
売上登録時の
のの
の顧客
顧客顧客
顧客仮
仮仮
仮登録
登録登録
登録 ................................
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11
14
44
4
2.1.
2.1.2.1.
2.1.4
44
4 顧客情報
顧客情報顧客情報
顧客情報の
のの
の変更
変更変更
変更 ................................
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1717
17
2.1.
2.1.2.1.
2.1.5
55
5 顧客情報
顧客情報顧客情報
顧客情報の
のの
の削除
削除削除
削除 ................................
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1818
18
2.1.
2.1.2.1.
2.1.6
66
6 検索
検索検索
検索 ................................
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2.1.
2.1.2.1.
2.1.6
66
6.1
.1.1
.1 条件
条件条件
条件を
をを
を入力
入力入力
入力して
してして
して検索
検索検索
検索 ................................
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2020
20
2.1.
2.1.2.1.
2.1.6
66
6.2
.2.2
.2 顧客
顧客顧客
顧客コード
コードコード
コード検索
検索検索
検索 ................................
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2.1.
2.1.2.1.
2.1.7
77
7 機能
機能機能
機能 ................................
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23
33
3
2.1.
2.1.2.1.
2.1.7
77
7.1
.1 .1
.1 顧客帳
顧客帳顧客帳
顧客帳の
のの
の印刷
印刷印刷
印刷 ................................
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2
22
2.1.
.1..1.
.1.7
77
7.2
.2 .2
.2 顧客
顧客顧客
顧客バーコードシート
バーコードシートバーコードシート
バーコードシートの
のの
の印刷
印刷印刷
印刷 ................................
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2525
25
2.1.
2.1.2.1.
2.1.7
77
7.3
.3 .3
.3 顧客特典
顧客特典顧客特典
顧客特典の
のの
の設定
設定設定
設定 ................................
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2.1
2.12.1
2.1.7.4
.7.4.7.4
.7.4 顧客帳
顧客帳顧客帳
顧客帳を
をを
を送
送送
送る
るる
る ................................
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2828
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2.1
2.12.1
2.1.7.5
.7.5.7.5
.7.5 メール
メールメール
メールを
をを
を送
送送
送る
るる
る ................................
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2.1
2.12.1
2.1.7.6
.7.6.7.6
.7.6 メルマガ
メルマガメルマガ
メルマガ会員登録
会員登録会員登録
会員登録をする
をするをする
をする ................................
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2.2
2.2 2.2
2.2 購買分析
購買分析購買分析
購買分析 ................................
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2.2.1
2.2.12.2.1
2.2.1 ベース
ベースベース
ベース画面
画面画面
画面 ................................
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2.2.2
2.2.2 2.2.2
2.2.2 ランク
ランクランク
ランク設定
設定設定
設定 ................................
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2.2.3
2.2.32.2.3
2.2.3 検索
検索検索
検索 ................................
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36
2.2.3.1
2.2.3.12.2.3.1
2.2.3.1 条件
条件条件
条件を
をを
を入力
入力入力
入力して
してして
して検索
検索検索
検索 ................................
................................................................
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37
2.2.3.2
2.2.3.2 2.2.3.2
2.2.3.2 顧客
顧客顧客
顧客コード
コードコード
コード検索
検索検索
検索 ................................
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2.2.4
2.2.4 2.2.4
2.2.4 機能
機能機能
機能 ................................
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2.2.4.1
2.2.4.1 2.2.4.1
2.2.4.1 購買分析結果
購買分析結果購買分析結果
購買分析結果の
のの
の印刷
印刷印刷
印刷 ................................
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2.2.4.2
2.2.4.2 2.2.4.2
2.2.4.2 顧客
顧客顧客
顧客バーコードシート
バーコードシートバーコードシート
バーコードシートの
のの
の印刷
印刷印刷
印刷 ................................
................................................................
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........................ 42
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