User guide

ManualsBrandsDraper ManualsHome building and DecorSL6

50 A/R–Accounts Receivable CC–Credit Card CCOF–Credit Card On File CV–Customer View

LOOKUP-ADD-SELECT

If an entered match is not found, the lookup background value field

color turns red. Pressing Enter at this point prompts to add this as a new

customer. Selecting Yes displays the

CVCV

CV for entry of the new customer’s

last name, first name, phone number and address information, then

allows new customer selection for continuation of the selected order

processing step. The red background helps identify entered values to

the user as new or not previously existing.

LOOKUP-MODIFY-SELECT

Pressing the Customer button for a selected customer displays the

CVCV

CV.

From this view, any information can be changed. Changed information is

updated only if the OK button is pressed. Press the Cancel button to exit

back to the lookup view without saving changes.

LOOKUP FROM BARCODE SCAN

Scanning an existing barcoded invoice number bypasses the lookup

process entirely and moves directly to the selected function.

•

Detailing a Quick TDetailing a Quick T

Detailing a Quick T

icketicket

icket—Scanning a Quick ticket at

CLCL

CL during a

Detail step passes the Quick ticket number to the Detail invoice

number then immediately displays the Detail view in preparation

for order mark-in. The

VIVI

VI contains a blank beginning invoice.

•

Re-Detailing a Detailed InvoiceRe-Detailing a Detailed Invoice

Re-Detailing a Detailed Invoice—Scanning a Detailed invoice at

CLCL

CL during a Detail step immediately displays the Detail view in

preparation for order re-Detail. The

VIVI

VI contains the original

invoice. Re-Detailing an existing order is more efficient than the

alternative; voiding the entire order then starting over.

Maintenance

From time to time a customer record will need to be updated. For

example, you might desire to pre-enter many of your customers in

advance of using SPOT for the first time or when a customer calls on the

phone with a change in address. Customer maintenance operations such

as these can be accomplished quickly as part of an order processing

step as discussed above, or the more direct approach may be to use the

Customer Maintenance utility found in the Menu [F3] function (see the Menu

Function chapter for more information).

The customer maintenance utility has one other important feature, it

displays all customers including inactive customers (an option available

in the

CVCV

CV General tab). The

CLCL

CL view in all other areas of the system,

such as Quick, Detail, Pickup, etc., lists only active customers.