107 lines
4.8 KiB
HTML
107 lines
4.8 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Customers in Simple View</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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ul.hcp1 { list-style:disc; }
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ol.hcp2 { list-style:decimal; }
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span.hcp3 { font-weight:bold; }
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img.hcp4 { border:none; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1">Customers in Simple View</p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">If the company preference to track customer is enabled, basic customer functionality is supported in Simple View, including:</p>
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<ul class="hcp1">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">The ability to list the customer on the receipt</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Applying customer discounts and price levels</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Using customer charge accounts</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Giving customer loyalty rewards</p>
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</li>
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</ul>
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<p class="Help-Text">Selling items from customer orders</p>
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<ul class="hcp1">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Quick-adding a customer to your Customer List while making a sale (see below)</p>
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</li>
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</ul>
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<p class="Help-Info-Line">To list an existing customer in Simple View:</p>
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<ol class="hcp2">
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<li class="p-Help-Steps">
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<p class="Help-Steps">In the <font style="font-weight: bold;">Customer</font> field, begin typing customer information (last name is suggested, but you can also type first name, phone number, company name, or a search keyword).</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Press <span class="hcp3">Enter</span>.</p>
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</li>
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</ol>
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<p class="Help-Text">         <img src="../image/SimpleView/simpleview_cust.gif" alt="Simple View CUstomer Field" title="Simple View CUstomer Field" width="360" height="76" border="0" class="hcp4"></p>
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<ol start="3" class="hcp2">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select the correct name from the displayed list of customers matching your entry.</p>
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</li>
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</ol>
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<p class="Help-Text">Alternatively, select the down arrow to the right of the customer field to display your entire customer list. Scroll through the list to locate the customer name.</p>
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<p class="Help-Text">Discounts, tax handling, and other customer-specific sales information is automatically suggested or applied to the receipt.</p>
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<p class="Help-Info-Line">To QuickAdd a new customer in Simple View:</p>
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<ol class="hcp2">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Click <span class="hcp3">Add Cust</span> from the left side of the Simple View screen. The New Customer window is opened.</p>
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</li>
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</ol>
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<p class="Help-Steps">          <img src="../image/SimpleView/simpleview_quickadd_cust.gif" alt="QuickAdd Customer" title="QuickAdd Customer" width="280" height="215" border="0" class="hcp4"></p>
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<ol start="2" class="hcp2">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Enter basic customer information. <span class="hcp3">Last Name</span> is required.</p>
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</li>
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</ol>
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<ol start="3" class="hcp2">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp3">Save and Select</span>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Complete the sale normally.</p>
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</li>
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</ol>
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<p class="Help-Text">You can add additional information for the customer later by editing the customer record.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul class="hcp1">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Not all customer information is displayed on a Simple View receipt. For example, the customer's address, charge account information, reward information, and check acceptance status are not displayed. However, you will be notified if a credit limit is exceeded, if checks are not accepted, or if a reward is available for the customer.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">The integrated shipping features are not available from the Simple View receipt screen, although you can record a shipping amount.</p>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text">Customer Overview</p>
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<p class="Help-Text"> </p>
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</body>
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</html>
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