Navigation:  MAINTENANCE MENU > Customer Maintenance > 1.Select from the Menu

 

From the Main Menu, select SYSTEM MAINTENANCE, then Customer Maintenance. The following menu will appear:

 

 

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█       Golden Opportunity ♦ Customer Maintenance - 1001 total customers       █

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█                                                                              █

█  1) Add a Customer                       6) Print Customer By Type           █

█                                                                              █

█  2) Edit a Customer                      7) Choose the Next Customer No.     █

█                                                                              █

█  3) Delete a Customer                    8) Convert Names                    █

█                                                                              █

█  4) Open/Edit Charge Accounts            0) Return to Previous Menu          █

█                                                                              █

█  5) List Customers                                                           █

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Note that the menu title reports the total number of customers.

 

Each of the menu options allows you to perform a specific task with customer information. Each step in this procedure describes how to perform a task:

 

Add a Customer — If the customer information has not yet been entered on the system, choose this option. Also use this option to open a charge account for an existing customer. To add a customer record, see step 2.

 

Edit a Customer — To change customer profile information, such as the name or address, choose this option. To edit customer information, see step 3.

 

Delete a Customer — If the customer record is no longer needed on the system, the record can be deleted. To delete a customer record, see step 4.

 

Open/Edit Charge Accounts — To change a charge customer's aged balances or other charge account information, you can change the amounts directly with this option. To edit a customer's balance, see step 5.

 

List Customers — You can view a list of selected customers on the screen. To view the customer list, see step 6.

 

Print Customer By Type — You can print a list of only those customers with a specific Customer T ype. To print customers by type, see step 7.

 

Choose the Next Customer Number — Assign the starting customer number for newly added customers.

 

Convert Names — This option allows you to convert your mailing list to all-capitals (e.g. JOHN SMITH) or mixed upper- and lower-case (e.g. John Smith).

 

When you have finished adding, editing, or printing customer records, choose <0>, Return to Previous Menu.