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Menu Path from Main Menu |
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Overview |
The Customer Management menu lets you control all aspects of customer accounts.
Ideally, you should create a customer account for any customer that you sell to more than once. Once created, a customer account is available for use over and over again during sales order creation or payment options. Customer accounts can contain valuable information, such as:
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Function Key |
Description |
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F1 – List/Search |
Search a list of existing customers |
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Add a new customer |
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Function Key |
Description |
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Edit the current customer | |
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Open the Sales Order Module | |
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Show backorders and statuses | |
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Add additional notes to the customer account | |
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View account history for the customer. This shows all transactions and documents which can be reprinted from this screen. Account history is also useful to identify:
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Print mailing labels | |
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View open orders for the customer | |
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View aging of the customer's A/R balance | |
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Generate a list of all the customer's invoices for a specified period of time | |
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View all information for the customer account | |
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Manage alternate shipping addresses for the customer | |
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View a printable statement of account for the customer | |
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Create and manage special pricing for an individual PLC for this customer | |
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Manage credit cards associated with this customer. This feature is available only if you are using XCharge integrated credit card processing. | |
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D - Delete Customer |
Delete the current customer |
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Manage email addresses, including alternate email addresses | |
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Open the Payment / Deposit Module | |
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Create a sales history list of items for the customer | |
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Email a statement of account and a copy of each open invoice to the customer |