Customers
Usually customers are created from the terminal, but you can use this option to modify or to create new customers The Customers option allows to add, modify and delete customer records from the delivery database.
This key allows to add a new customer record to the delivery database. Upon selection, a blank customer record will be displayed asking to enter all the basic information on that customer.
This key allows to modify information on customer's record. Select the record to modify and click on the MODIFY button. The customer record will be display and you will be allowed to change any field.
This key allows to delete a customer record from the delivery database. Select the record to delete and click on the REMOVE button. A warning message will be prompt asking you if you are agree to delete that record. Click on OK to delete this record.
Customer Information:
Phone Number
This is the code that the system will use to access any customer in the database.
Phone Extension
Type in an employee's phone extension in a company.
Name
Type in the name of the customer.
Company Name
Type in the name of the business.
Street number
Type in the house or apartment building number both alpha and numeric characters are allowed, such as 134A.
Street
Type in the street name.
Street Code
Choose the delivery area from the drop-down list.
NOTE: You will get a warning when saving a customer if you have left that field undefined. When you later access the client from the Point Of Sales, if the street code is not recognized, you will have to delete the street name and hit enter to choose it from a list. The Street Code option must be enabled in Delivery / View / Options / Setup
Apt. No.
Type in the apartment number.
Near
Use this option to specify a location near the delivery point. Type in a geographical reference or landmark to which the address is near.
Zip code
This option is useful if you print mailing labels. Type in the zip code for the address.
City
Type in the city.
State
Type in the state.
Area code
Type in the area code for that customer.
Remark #1, Remark #2, Remark #3
You may use this option to keep special messages in the customer file, such as beware of dog or use rear door. Type any message in the three lines provided.
Sales Information
NOTE: You will not be able to edit the "Sales information" section. These fields will be updated every time a customer orders.
First Order ,Last Order, Number of Order ,Total of Orders ,Credit ,Credit Cumulative
This information only section provides you with statistical information on the selected customer.
Special Remarks
Remark #1,Remark #2
The Special Remarks are remarks that appear on the delivery screen at the workstation but are not printed on the delivery checks. This option can be useful to send special messages to delivery employees that the customer will not see, such as "Do not accept personal checks".
Frequent Diner
Member
If this customer is a member of your Frequent Diner database, select his record from the drop-down list.
Dernière mise à jour
