MAINTENANCE MENU > Customer Maintenance

Select a customer 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.

Cust #: ____________

╔══════════════════════════════════════════════════════════════════════════════╗

║ Last: To: ║

║ First: Address: ║

║ Title: ║

║ Ext City: St: ║

║ Home: ( ) - Zip: Carrier Rt: ║

║ Work: ( ) - Wholesale Level: 0 (0,1,2) Sales Clerk: ║

║ Fax: ( ) - Customer Type: Resale #: ║

║──────────────────────────────────────────────────────────────────────────────║

║ Contact Information │ Special Events ║

║ Contact: │ Event 1: / / Event ║

║ Last: │ Codes 2: / / Dates ║

║ Title: │ 3: / / ║

║ Ext │ ║

║ Work: ( ) - │ Ytd Purchases: 0.00 ║

║ │ Last Purchase Date: / / ║

║ Notes: ║

║ ║

║ <Ctrl-Pg Up>=Prev <Ctrl-Pg Dn>=Next Cash Customer ║

╚════════════════════════<Ctrl-End>=Extended Customer Notes════════════════════╝

See the Add a Customer step above for explanations of each item on the screen.

You CAN change the customer’s last name on this screen by moving the cursor to the LAST NAME field. Changing the name can take several minutes, since the program has to search through the customer’s permanent customer buying history and update all her sales.

For charge account customers, the following message will also appear at the bottom of the screen:

<Ctrl-Pg Up>=Prev <Ctrl-Pg Dn>=Next <Pg Up>=Extended Customer Info

<Ctrl-End>=Extended Customer Notes

More detailed information can be entered for the customer for use in determining the customer's eligibility for credit. To enter or view more detailed information, press <Page Up>. The following screens will appear:

╔══════════════════════════════════════════════╤═══════════════════════════════╗

║ ____________ 999999 │ Home: (___) ___-____ ║

║ ____________ │ SS#: - - ║

║ ________________________ │ Drv Lic: ║

║ ________________________ │ ║

║ ____________ __ _____ │ Housing Information ║

║ │ How Long: Own Home? N ║

║ Prev 1: │ Mortgage: 0.00 ║

║ Addr 2: │ Rental: 0.00 ║

║──────────────────────────────────────────────┼───────────────────────────────║

║ Title: │ Work: (___) ___-____ ║

║Employer: │ ║

║ Addr: │ ID #: ║

║ Prev 1: │ How long: ║

║Employ 2: │ Salary: 0.00 ║

║──────────────────────────────────────────────┴───────────────────────────────║

║ Date Highest Last Date of Rat║

║ Business References Opened Credit Charge Last Pmt Balance ing║

║ / / 0.00 0.00 / / 0.00 ║

╚══════════════════════════════════════════════════════════════════════════════╝

║ Spouse ________________________ ║

║ Info ________________________ How Long Married: ║

║Maiden SS #: - - ║

║ Name: Drv Lic: ║

║ Title: Work: (___) ___-____ ║

║Employ: How Long: ║

║ Addr: Salary: .00 ║

║ Parents │ Spouse Parents ║

║ Name: │ Name: ║

║ Addr: │ Addr: ║

║ │ ║

║ Home: ( ) - │ Home: ( ) - ║

║───────────────────────────────────────│──────────────────────────────────────║

║ Relative 1 │ Relative 2 ║

║ Name: │ Name: ║

║ Ship: │ Ship: ║

║ Addr: │ Addr: ║

║ Home: ( ) - │ Home: ( ) - ║

║ Merchandise For Addr: ║

║ Name: Home: ( ) - ║

The information shown in the top portion of the screen cannot be changed on this screen. To change this information, see step 2.

Type as much or as little information as you want on these screens for your information.

Do you want a print out of this customer profile? Yes No <Esc>=Quit

When all applicable credit information has been filled in, press <Enter> on the last field, or press <Esc>. The prior screen will appear.

When all the charge account information has been entered, press <Enter> on the last field, or press <Esc>. The first screen in this step will appear.

This step is now complete. Repeat this step to edit charge account information for another customer, or press <Esc> to return to the menu in step 1.

When you have made the necessary changes to the customer record, press <Enter> on the last field, or press <Esc>. The first screen in this step will appear.

This step is now complete. Repeat this step to edit another customer, or press <Esc> to return to the menu in step 1.