127 lines
6.6 KiB
HTML
127 lines
6.6 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>Customer Center</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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img.hcp1 { border:none; }
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table.hcp2 { vertical-align:top; }
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tr.hcp3 { vertical-align:top; }
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td.hcp4 { padding-right:10px;
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padding-left:10px; }
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ul.hcp5 { list-style:disc; }
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span.hcp6 { font-weight:bold; }
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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">Customer Center</p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a> <span style="color: #c0c0c0;">|</span> <a href="customersoverview.htm">Customers Overview</a></p>
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<div class="droptext" id="POPUP252364571" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><a href="cust902.htm">Add a Customer</a></p>
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<p><a href="cust905.htm">Edit a Customer Record</a></p>
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<p><a href="cust_mergeduplicates.htm">Merge Customer Records</a></p>
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<p><a href="cust911.htm">Offer Customer Charge Accounts</a></p>
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<p><a href="cust907.htm">Offer Customer Discounts and Price Levels</a></p>
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<p><a href="customers_tax.htm">Handle Special Customer Tax Status</a></p>
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<p><a href="cust936.htm">Track Customers by Type</a></p>
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<p><a href="cust910.htm">View Customer Purchase History</a></p>
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<p><a href="cust934.htm">Print my Customer List</a></p>
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<p><a href="../qbposimp/export_datawizard.htm">Export my Customer List</a></p>
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<p><a href="cust_email_mktg.htm">Create an E-mail Marketing List</a></p>
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<p><a href="cust_emailing.htm">E-mail a Customer</a></p>
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<p><a href="../qbpos_basic_procedures/basic_write_letters.htm">Write Letters to Customers</a></p>
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<p><a href="cust_business.htm">Track Business Customers</a></p>
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<p><a href="cust_rewards_oview.htm">Offer a Customer Rewards Program</a></p>
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<p><a href="cust_ID_cards.htm">Use Customer IDs and Cards</a></p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<div>
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<p style="text-align: right; font-family: Arial, sans-serif; color: #800000;"><span>Basic</span> </p>
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</div>
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<p class="Help-Text">The Customer Center provides a summary of key customer statistics for a specified time period, one-click access to customer contact options, and links to FAQs and tools to help make managing your customers easier.</p>
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<p class="Help-Info-Line">To access the Customer Center:</p>
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<ul class="hcp5">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Select <span class="hcp6">Customer Center</span> from the Customers menu.<br></p>
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</li>
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</ul>
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<p class="Help-Heading-2">Customer Statistics</p>
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<p class="Help-Text">Set the time period for statistics from the <span class="hcp6">Edit</span> drop-down list. Current period statistics are compared to the preceding period of the same length (year-to-date is compared to year-to-date last year).</p>
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<p class="Help-Text">(Pro) At a remote store, customer statistics reflect activity at that store only.</p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">View definitions of the displayed statistics <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP337559112" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<ul class="hcp5">
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<li class="p-Help-Bulleted">
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<p class="Help-Bulleted"><span class="hcp6">Total customers</span>The number of customers in your customer list; not affected by the time period specified.</p>
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</li>
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<li class="p-Help-Bulleted">
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<p class="Help-Bulleted"><span class="hcp6">New customers</span>New customers added during the time period specified.</p>
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</li>
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<li class="p-Help-Bulleted">
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<p class="Help-Bulleted"><span class="hcp6">Returning customers</span>Count of sales receipts made to non-new customers during the specified time period. Does not include reversed/reversing receipts.</p>
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</li>
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<li class="p-Help-Bulleted">
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<p class="Help-Bulleted"><span class="hcp6">Average daily receipts</span>Average number of sales receipts made per day. Does not include reversed/reversing receipts.</p>
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</li>
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<li class="p-Help-Bulleted">
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<p class="Help-Bulleted"><span class="hcp6">Average receipt total</span>Average sales receipt total. Does not include reversed/reversing receipts.</p>
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</li>
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<li class="p-Help-Bulleted">
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<p class="Help-Bulleted"><span class="hcp6">Average items</span>Average number of items sold per sale receipt. Does not include reversed/reversing receipts.</p>
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</li>
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<li class="p-Help-Bulleted">
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<p class="Help-Bulleted"><span class="hcp6">New customers per month (bar graph)</span>Shows number of new customers added per month, over last 12 months. Not affected by time period selected.</p>
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</li>
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</ul>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Bulleted"> </p>
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<p class="Help-Heading-2">Reach Out to Your Customers</p>
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<p class="Help-Text">Use the links in this section to launch the Point of Sale wizards that guide you through contacting your customers via:</p>
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<p class="Help-Text"><a href="cust_create_email_campaign.htm">E-mail marketing campaign lists</a></p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_writeletters_filter.htm">Write letters</a></p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/printing/basic_printing_shippinglabels.htm">Print mailing labels</a></p>
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<p class="Help-Text"><a href="../qbposimp/export_datawizard.htm">Export your customer list to a file</a></p>
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<p class="Help-Bulleted"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_officeintegration.htm">Office Integration</a></p>
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<p class="Help-Text"><a href="cust_emailing.htm">E-mail Customers</a></p>
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<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
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if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
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TextPopupInit('a2','POPUP252364571');
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TextPopupInit('a1','POPUP337559112');
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//]]></script>
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</body>
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</html>
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