Software of the Month Club 1996 October/Software of the Month Club 1996 October.iso/pc/dos/biz/salesreg/cusdb.hlp

Text File | 1995-10-31 | 8.1 KB | 117 lines

@MainMenu
1 - ADD NEW CUSTOMER - This Selection  will allow you to add new
    customers.
2 - VIEW/EDIT/DELETE/ADD SUB-ACCOUNT - This Selection will allow
    you to view, edit, or delete an existing customer, or add  a
    sub-account to an existing main  account, if you or using the
    sub-account option.
3 - DELETE EXPIRED MEMBERS - This selection will allow to delete
    expired members.
4 - EXIT TO MAIN MENU - This Selection will allow you to exit to
    the main menu.
@SubAccNo
Sub- accounts are especially useful for billing family accounts and
corporate accounts. When making a charge sale to a customer with an
account number of 100000M001 the sale will automaticly be billed to
main account # 1000000000. A customer with account # 1000000003 can
charge a purchase to there account or to main account # 1000000000.
A customer with an account number of 100000N002 cannot make a charge
purchase. The seventh character determines weather a sub-account can
make a charge purchase and bill it to the main account, or can  make
a charge purchase and bill it to the main account, or their account,
or cannot make a charge purchase.
@CusAccNo
CUSTOMER ACCOUNT NUMBER - is a 10 character, alpha numeric field.
You may use computer generated account numbers, or manual numbers.
Check your system setup default.
@CusComp
CUSTOMER NAME - is a 24 character field.
@CusCont
ATTENTION - is a 24 character field.
@CusAddr1
ADDRESS - is a 24 character field.
@CusCity
CITY - is a 17 character field.
@CusState
STATE - is a 2 character field.
@CusZip
ZIP - is a 10 character field.
@HomeTele
HOME PHONE - is a 10 character field, i.e. [phone].
@BusTele
BUSINESS PHONE - is a 10 character field, i.e. [phone].
@EmergTele
EMERGENCY PHONE - is a 10 character field, i.e. [phone].
@EmergName
EMERGENCY NAME - is a 8 character field.
@DrvLicNo
DRIVER'S LICENSE NUMBER - is a 10 character field.
@SocSecNo
SOCIAL SECURITY NUMBER - is a 11 character field.
@Sex
SEX - is a 1 character field, i.e. M/F.
@BirthDate
BIRTH DATE - This is a six digit field i. e. 01/01/93.
@SalesPerson
SALESPERSON - is a 5 character field.
@MemberType
MEMBERSHIP TYPE - is a 15 character field. When you sell a member-
ship, the description in the inventory record will be  entered  in
this field.
@JoinDate
DATE JOINED - This is a six digit field i. e. 01/01/93. It defaults
to today's date, but you may change it.
@ExpDate
EXPIRATION DATE - This is a six digit field i. e. 01/01/93. When you
sell a membership, You will be prompted to enter the expiration date.
This date will be entered in this field.
@CusTaxCode
TAX CODE - If this customer's tax rate differs from the tax rate set
in the inventory record, you may enter a tax code from 11  to  32500.
If it is the same, enter 0.
@CusMesgCode
DUNNING NOTICE - If you want to print a dunning message on this
customer's statement, if the account is past due, enter Y.
@CusEmpCode
EMPLOYER CODE - This field is reserved, for future use.
@CusLateChrgCode
LATE CHARGE CODE - Enter a code from 1 - 4, if you want to charge a
service charge to this customer, on past due  accounts. Enter 0 for
no service charge.
@CusPriceCode
PRICE CODE - Enter a number from 1 - 4 to select the sale price, as
setup in the inventory file.
@LastPurDate
LAST PURCHASE DATE - Sales Register updates this field, each time
this customer makes a purchase.
@LastPytDate
LAST PAYMENT DATE - Sales Register updates this field, each time
this customer makes a payment.
@AmtLastPyt
LAST PAYMENT AMOUNT - Sales Register updates this field, each time
this customer makes a payment.
@TotYearDPyt
TOTAL YEAR-TO-DATE PAYMENTS - Sales Register updates this field,
each time this customer makes a payment.
@CredLim
CREDIT LIMIT - Enter this customer's credit limit.
@TotalBal
TOTAL BALANCE - Sales Register updates this field, each time
this customer makes a transaction.
@OpenCredit
OPEN CREDIT - An open credit is a credit that does not apply to a
specific invoice.
@SearchKey
SEARCH ON CUSTOMER ACCOUNT # - you may search the customer file on
the customer account number.
SEARCH ON CUSTOMER NAME - you may enter the first few characters of
the customer name, then scroll the file up or down until  you  find
the correct customer.
SEARCH ON BADGE # - you may search the customer file on the customer
badge number.
@EnterDate
DELETE EXPIRED MEMBERS PRIOR TO: - This is a six  digit  field  i. e.
01/01/93. It defaults to today's date, but you may change it.
@end
this is the end.