Lightning Bolt Computers (734) 395-9367 http://www.lightbolt.com
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Customer Maintenance
You have a number of functions available to you from the customer screen. First use the up and down
ZY
to highlight any customer of
your choice and press
E
.
* If you wish to look up a customer by name you can enter in the name or company and the program will bring you to that record or closest
to it. The name you type will be displayed in the lower left box on the screen. (Back space) will delete letters to the left of the cursor and
move the list accordingly.
* The
@
function key will change the list order from last name order to company order and vise versa. Searches will be performed on the
order selected.
* The
#
function key will allow you to add new customer information. Type in the appropriate information in the field and press (Enter)
to continue to the next field. Fill in as much information as possible about the customer so you can use this information later for mail and
customer information lists. You will be asked to select CUST TYPE, AD SOURCE, INQUIRE and TERMS if you set these options up in
the system configuration menu. Do this by moving your
ZY
up and down to highlight a item and press
E
to select. If the list is longer
than can be displayed in the box it will scroll up or down to show you more. You will also need to select the tax status and price level of the
customer. A pop-up box will then ask you to save or abort your additions or changes.
* The
$
function key will bring up the edit screen on the customer currently only highlighted. Here is where you will make any changes to
the active customer.
* The
%
function key places counter (floor sale) as the current customer. This is for customers you do not wish to keep records on.
* The
%
function key is-used for deletion of the currently highlighted customer. A option box will appear asking you for (YES or NO) to
delete.
X
is like NO and will bring you back to the customer pick screen.
* The
&
function will let you look at the whole customer file.
* The
*
function is used when you know the whole last name or company name. It will open up a box at the lower left hand corner of the
screen, type in the search name and press
E
. This function is much faster than looking up the name one letter at a time.
* The
X
key will bring you back to the menu with no changes made.
Customer Maintenance