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2.Select Customer |
  
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2.Select Customer |
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Select a customer by the usual method, by typing either the last name, the customer number or the customer’s phone number. See the Appendix for more details on how to search for a customer.
If the customer you selected is not a charge account customer, you will be asked if you want to open a charge account for the customer. Press <Y> to open a charge account for the customer, or <N> to cancel. If you press <N>, do not continue with this step. Return to the start of this step to re-type the customer, or press <Esc> to return to the menu.
The following screen will appear, showing the charge information for the customer:
Cust #: ____________
╔══════════════════════════════════════════════════════════════════════════════╗
║ Last: ________________________ Mail to: ________________________ ║
║ First: __________________ Address: ________________________ ║
║ Title: _____ ________________________ ║
║ Ext City: ____________ St: __ ║
║ Home: (___) ___-____ Zip: ____________ Carrier: _____ ║
║ Work: (___) ___-____ Wholesale Level: _ (0,1,2) ║
║ Fax: (___) ___-____ Customer Type: __ Resale #: _______________ ║
║──────────────────────────────────────────────────────────────────────────────║
║ Current: 0.00 │ Special Primary Int Rate: 0.000 ║
║ 0 - 30 Days: 0.00 │ Special Secondary Int Rate: 0.000 ║
║ 30 - 60 Days: 0.00 │ Prior Yr. Purchases: 0.00 ║
║ 60 - 90 Days: 0.00 │ Ytd Payments: 0.00 ║
║ Over 90 Days: 0.00 │ YTD Finance Charges: 0.00 ║
║ Credit Limit: 0.00 │ Current Finance Charges: 0.00 ║
║ 1 Mo. Past Due: 0.00 │ Date Of Last Payment: / / ║
║ 2 Mo. Past Due: 0.00 │ Amount Of Last Payment: 0.00 ║
║ 3 Mo. Past Due: 0.00 │ Previous Balance: 0.00 ║
║ 4 Mo. Past Due: 0.00 │ Opening Balance: 0.00 ║
║ Curr. Pmt. Due: 0.00 │ Monthly Payment Plan: 0.00 ║
║ Assess Finance Charges Y │ Special Interest-Free Days: 30,60,90 ║
║ Initial Balance: 0.00 │ Remaining Payments: ║
║ <Ctrl-Pg Up>=Previous <Ctrl-Pg Dn>=Next <Pg Up>=Extended Customer Info ║
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If the charge account is a new one, you generally do not have to type in any information. If the charge account is an old one with various balances, see the Add a Customer in a previous section for more information on each of the items on this screen.