Customer Details Screen
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Field Name |
Help on this field |
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First Name |
Customer�s First Name |
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Last Name |
Customer�s Last Name |
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Customer Type |
Customer Type allows you to group customers as Residential, Business, or Lodging, recording different types of information as appropriate. |
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Phone # |
The customer phone number, Area Code, Prefix, number, and extension (optional). |
| E-mail Confirm | Designates this phone # for sending text messages |
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Fax # |
The customer fax number, Area Code, Prefix, number. |
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Street # |
The Number portion of the street address i.e. 12345 |
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Street Name |
The customer�s street name (i.e.Main St.) |
| Street Direction | The customer's street direction (i.e. N, S, E, W) |
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Apartment # |
The customer�s apartment number |
| Street Search Results | The search results displays matching valid streets from the street database within the address range entered. Select a street to have the city, state, zip, etc. filled automatically. |
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Suite # |
The customer�s suite #, if a business customer |
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Company |
The company name, if a business customer |
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Room # |
The customer�s room # or office location, if a business customer |
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Lodging |
The lodging name, if a lodging customer |
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Room # |
The customer�s room #, if a lodging customer |
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City |
The customer�s city, selected from the list of configured cities. |
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State |
The customer�s state, selected from the list of configured states. |
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Zip |
The customer�s zip, selected from the list of configured zips. |
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Zone |
The customer�s delivery zone, selected from the list of configured zones. |
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Section |
The customer�s map section, selected from the list of configured sections. |
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Grid |
The customer�s map grid, selected from the list of configured grids. |
| NEW ADDRESS button | Touch this button to add an alternate delivery address to this customer record. |
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User Fields |
The 3 user-defined fields allow you to record additional information about the customer. These fields are activated and named in the Customer Configuration area. |
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Message |
Additional information about the customer. |
| The following fields are available by pressing the "MORE" button at the top of the screen. | |
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Alt Phone #s field Alt Phone #s screen |
The Alt Phone button activates the Alternate Phone screen, which enables you to record additional phone numbers for that customer. Now, when a customer calls from home, work, or a cell phone, the same record will be recalled. To Add a phone number, type in the new phone number at the bottom of the Alternate Phone screen, and press �Add New� To Delete a phone number, select it from the Alternate Phone list, and press the Delete button. |
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Alt Users Button Alt Users Screen |
The Alternate Users button activates the Alternate Users screen, which enables you to record multiple people under one main record for a household. Now, when �Mary Jones� and husband �Jim Jones� order, their data will be recorded in the same customer record. To Add a new user, enter the first name and last name at the bottom of the Alternate Users screen and press �Add New� Optionally you can include the Alt-user birthday (MM/DD) To Delete a user, select that user and press �Delete�. Note, the �Main� person, as listed on the Customer Details screen, is considered the �Primary User� for that account. |
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Comment |
Additional information about the customer; can be confidential if set not to display on the customer info screen. This field can be edited via the Manage Customers function |
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Authorized for Checks |
Controls whether or not the tender type �check� can be used for this customer�s order. This field can be edited via the Manage Customers function |
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Non-Taxable Customer |
Indicates that the customer should not be taxed. If checked, you will be prompted for each order to make it tax-exempt. |
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Non-Tax ID |
Indicates the ID # or reason for the customer non-tax status. |
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Delivery Tax Structure |
Override tax structure for this customer�s delivery orders. If selected, this will override all other tax selections on the order. This enables a different tax structure for customers who live in a different tax area. This field can be edited via the Manage Customers function |
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E-Mail Address |
The customer�s e-mail address |
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Birthday |
The customer�s birthday, in a MM/DD format |
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Driver�s License # |
The customer�s driver�s license |
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Discount |
A standard discount which will automatically apply to the customer�s order. This field can be edited via the Manage Customers function |
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Customer Group |
The group which this customer belongs to. All orders will be added to the group total. Use the CTRL key to select more than one group. |
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Mailing List |
Indicates that the customer can be mailed to; if this box is not checked, it is possible to exclude this customer from marketing searches. |
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Wrong Address |
Indicates that the address listed is incorrect. Check this box if mail is returned; this customer can then be excluded from future mailings. |
| E-mail confirm | Designates this e-mail address to sent a confirmation message at dispatch. |
| Notes | View and add general notes to the customer record. Selecting the ALERT button will create a pop up of the note when the customer is selected. |
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Order History Section |
This section displays historical statistics about that customer�s orders. |
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Order History Details Button Order History Details Screen |
The Order History Details button activates the Order History Details screen, which provides a list of previous orders |
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Order History Details screen � View Items button |
The �View Items� button allows you to view specific items on previous orders. |
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Authorized Order Types |
The authorized order types allow you to control which order types can be selected for that customer. These fields can be edited via the Manage Customers function |
| Customer Points | If customer is enrolled in the loyalty program, the total points will display. If not, you can check here to enroll. |
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Save & Close |
Save & Close saves changes for the customer and returns to the Customer Info screen |
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Close |
Close will return to the Customer Info screen without saving changes. |
| Alert: Address not valid for mapping! | Indicates that the system was not able to verify the customer's latitude/longitude at that address. |