Customer Menu
File Menu
Add
Create a new customer to be added to the customer database.
Print's the currently selected customer account or the currently selected transaction.
If you have e-mail software installed on your computer, selecting this feature will start your e-mail software and open a new e-mail message addressed to your customer.
Delete
Deletes the customer account.
You
cannot delete a customer if money is still pending. If this is the case you must delete the unpaid transactions
or preferably create an adjustment transaction that will bring the account's balance to zero.
Statistics
Shows customer related statistics.
Log On
Allows you to log into the system with your password.
Exit
Exits customers and returns you to the main menu. If you wish to close the application quickly, press ALT-F4 instead. To just leave the customer area you can also press ALT-X.
Edit Menu
Undo
This option will undo text entry changes made to the selected customer record. You can undo changes until you press the Save button. After you have pressed Save you cannot undo changes.
Cut
Cuts (deleted) any selected customer record text.
Copy
Copies any selected text onto the clipboard.
Copy Address
Copies the name and address details of the currently selected customer account onto the clipboard. You can then use the Paste option found in other applications to transfer this information without retyping it. For example, you can select Copy Address from the menu, switch to your word processor, and then select Paste from the menu to move that information into your document.
Paste
Pastes information held on the Window's clipboard into the currently selected field.
Find
Use to search for a customer account or transaction.
Filter
Filter stock records. For more information consult the topic Record Filters.
Mark Hold
Places the the currently selected customer transaction on hold. This menu option will only be enabled when you are viewing customer transactions.
Mark Special
Mark's the currently selected customer transaction as 'special'. This menu option will only be enabled when you are viewing customer transactions.
Modem Dial
If you have a modem connected to your local PC this feature will dial the customer's number for you automatically. For more information see the topic: Modem Dialing.
View Menu
Customer Records
View the customer record details for the currently selected customer account.
Customer Transactions
View transactions for the currently selected customer account.
Sales History
View the sales (product) history of the currently selected customer account.
Back Orders
View a list of all back orders related to the currently selected customer account.
Sales Orders
View a list of all sales orders related to the currently selected customer account.
Quotations
View a list of all quotations related to the currently selected customer account.
Service Manager Jobs
View a list of all Service Manager job cards open for the currently selected customer account.
Service
Manager Component Only
Hire Manager Jobs
View a list of all Hire Manager job cards open for the currently selected customer account.
Hire
Manager Component Only
Open Transactions Only
When the tab button is pressed select this option to view only transactions that are open. For example, for purchase orders this would include transactions that have not been fully deliveried or cancelled. For invoices this would include transactions that have not been fully paid paid. For payments this would include transactions that have not been fully allocated.
Transaction Links
This window displays all payments that have been allocated to the currently selected invoice or all invoices that the currently selected payment has paid. It is only accessible when you are viewing transactions.
Notepad Management
This option is used to record notes against your customer accounts and to manage the note pads accessible from the customers area. For more information consult the topic: Notepad Management.
Reminders & Alerts
Select to establish reminder and alert messages for your customers. For more information consult the topic: Notepad Management.
Delivery Addresses
Allows you to manage multiple delivery addresses. For more information see the topic: Delivery Address Management.
Staff Profiles
Allows you to manage sales commissions and labour rates. For more information see the topic: Staff Profiles, Rates & Commissions.
Clerk Codes
Allows you to manage customer clerk codes. For more information see the topic: Clerk Code Management.
Reports
This selection takes you to the customer reporting area.
Tools Menu
Statements
Generate statements for customers. For more information see the topic: Customer Statements.
Letter Runs
Generate overdue account letters and general notices. For more information see the topic: Customer Mailing List Letters.
Customer Price Check
Use to check pricing for the currently selected customer. For more information see the topic: Customer Price Check.
Customer Special Pricing
Allows you to establish special pricing for your customers. For more information see the topic: Customer Special Pricing.
Stock Item Prices
Assigns special prices to stock items when purchased by this customer. For more information see the topic: Customer Stock Item Pricing.
Issue Penalties
Issues penalties to overdue accounts. For more information see the topic: Customer Penalties.
Clear Credit Holds
Clears customer accounts on credit hold. For more information see the topic: Clear Credit Holds.
Cash Payout Entry
Records the movement of a cash payout from a till. For more information see the topic: Cash Payout Entry.
Transfer Record
Copies or moves a record to another account.
Create Job Card
Creates a Service Manager job card based on the currently selected customer account.
Service
Manager Component Only
Calculator
Invokes the CAPITAL calculator accessory. You can also press F4.
Calendar
Invokes the CAPITAL calendar accessory. You can also press F3.
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