User guide

189CL–Customer Lookup HP–Home Page PIN–Personal Identification Number VI–Visual Invoice
Menu View
The Menu [F3] button provides quick access to these three groups of useful
functions. When finished with a selected menu function, the system
automatically returns control back to the view displayed prior to
accessing the menu function. Additional functions are available by
pressing the last button in each column—i.e., the General (1 of 2). Most
functions can be access restricted using
PINPIN
PINPIN
PINs. (NOTE: New menu
functions are added to SPOT on a continual basis, so the menu shown on
the opposite page may differ from that on your SPOT system version.)
General Functions
•
Customer MaintenanceCustomer Maintenance
Customer MaintenanceCustomer Maintenance
Customer Maintenance—This button provides direct access to the
Customer View (
CVCV
CVCV
CV) via the Customer Lookup (
CLCL
CLCL
CL) function. It
allows editing of all customer record fields, even those restricted as
a result of normal order processing access. Repeated access to
multiple customers is possible making this utility perfect when
similar changes to many customers is necessary. This utility has one
other important feature, it displays all customers including inactive
customers (an option also available in the
CVCV
CVCV
CV General tab). The
CLCL
CLCL
CL
view in all other areas of the system, such as Quick, Detail, Pickup,
etc., lists only active customers.
•
Customer MergeCustomer Merge
Customer MergeCustomer Merge
Customer Merge—Provides a way to merge multiple customer
records and associated statistics into one. This useful utility helps
consolidate several customer records that are created inadvertently,
each with processed orders. Select a single master customer, then
all other customers to be merged to the master. Note that merged
records cannot be unmerged.
•
Lot ManagementLot Management
Lot ManagementLot Management
Lot Management—Displays the Lot Manager view.
•
Activity LogActivity Log
Activity LogActivity Log
Activity Log—The activity log provides a detailed chronological
audit trail of system use by all clerks using a
PINPIN
PINPIN
PIN. Inactivating
clerk-level
PINPIN
PINPIN
PIN security entry eliminates availability of chronologi-
cal information sorted by clerk. This utility is a great tool to identify
clerk-related theft loss.
•
TT
TT
T
ime Clock Maintenanceime Clock Maintenance
ime Clock Maintenanceime Clock Maintenance
ime Clock Maintenance—Provides access to the employee time
clock editing function. Prior clock-in/out entries in any time clock
record can be changed with ease.
•
Preset Promised DatePreset Promised Date
Preset Promised DatePreset Promised Date
Preset Promised Date—Provides a way to override the automati-
cally calculated order promised date for a set period of time.
Normally, the promised date is preset to a specific date for a
specific batch of detailed garments.