Customers

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Contents of this Topic: Show

Overview

Main Menu>What would you like to do?>Manage My Customers

Main Menu>Accordion>Manage My Customers>View & Manage My Customers

Description of the Customers Screen

Customer screen

 

Phone Button

Add Button

Edit Button

Delete Button

Close Button

Customer Accordion

view...

Menu Tab

List  Tab

Search Tab

Customer Tab

Email Customer
Validate Address

Orders & Transactions Tab

Apply Payment
Create a New Order
Print Statement
RFM Data & Order History

Notes Tab

Web Data Tab

Web ID Field
User Name Field
Password Field

Quotes Tab

Custom Fields Tab

View Orders Button

New Order Button

Reports Button

Customer RFM Data

Original Order Field

Recency Field

Frequency Field

Monetary Value Field

Do not ship to this customer Check box

Do not mail to this customer Check box

Name, ID and Address Fields

Discount % Field

Cost Plus % Field

Source of Initial Order

Tax Exempt Field

Tax ID Field

 

Additional Information

Configuring Custom Fields

Manual Orders

Notes

Process Orders

Quotes

RFM Data

Sending Email through Stone Edge

Validate Address

 

Created: 3/7/12

Revised: 3/7/14

Published: 04/14/16