User guide

241CL–Customer Lookup HP–Home Page PIN–Personal Identification Number VI–Visual Invoice
EDITING AN EXISTING CUSTOMER
From Customer Maintenance Menu
0101
0101
01 Select Menu [F3] button—>Menu view
0202
0202
02 Select Customer Maintenance button—>Security dialog
0303
0303
03 Enter clerk
PINPIN
PINPIN
PIN—>
CLCL
CLCL
CL view
0404
0404
04 Highlight a customer in the list
0505
0505
05 Select the “OK” button—>
CVCV
CVCV
CV view
0606
0606
06 Change customer information where necessary
0707
0707
07 Select OK [F12] to save changes—>Menu view
From Order Processing Step
0101
0101
01 Select any order processing button—>
CLCL
CLCL
CL view
0202
0202
02 Highlight a customer in the list
0303
0303
03 Select Customer Summary [F8] button displaying name—>
CVCV
CVCV
CV view
0404
0404
04 Change customer information where necessary
0505
0505
05 Select [F12] to save changes and continue to next step
0606
0606
06 Select Cancel [Esc] to exit—>
HPHP
HPHP
HP view
Activate for Route Delivery
0101
0101
01 Select
HPHP
HPHP
HP Delivery tab—>Route view
0202
0202
02 Select Route for customer addition—>Stop list
0303
0303
03 Select Insert Stop button—>
CLCL
CLCL
CL view
0404
0404
04 Select customer to be added to selected route—>Route Stop view
0505
0505
05 Enter route stop number and associated information
0606
0606
06 Select OK [F12] button to add customer—> Route view
Activate for A/R charging
0101
0101
01 Select
CVCV
CVCV
CV A/R tab
0202
0202
02 Select Account Type as Master or Sub
0303
0303
03 Select a Billing Group
0404
0404
04 Use default Account # or select new with Copy from ID button
0505
0505
05 Enter an Account Limit if desired (0.00 is unlimited amount)
0606
0606
06 Select OK [F12] button to activate
Activate for CCOF
0101
0101
01 Select the
CVCV
CVCV
CV General tab
0202
0202
02 Enter or scan the credit card number and expiration date
0303
0303
03 Select when credit card is used for payment at Usage field