PTS/QBPOS-Help
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Initial commit - QBPOS Help

Browse Source
This commit is contained in:
Kristen Hercules
2026-01-27 18:07:54 -06:00
commit e3d556b732
2307 changed files with 219842 additions and 0 deletions
Download Patch File Download Diff File Expand all files Collapse all files

73
QB_Help_Web/POS_Help/qbpos_customers/cust901.htm Normal file
View File

@@ -0,0 +1,73 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Customers">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Access your Customer List</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Access <span style="background-color: #008000;">your Customer List</span></p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" style="border: none;" width="11" height="11" border="0"></a> <font color="#C0C0C0" class="hcp1">|</font> <a href="customersoverview.htm">Customer Overview</a></p>
<div class="droptext" id="POPUP250181673" style="display: none;">
<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
<col style="width: 100%;">
<tr style="vertical-align: top;">
<td style="width: 100%; padding-right: 10px; padding-left: 10px;">
<p><a href="cust902.htm">Add a Customer</a></p>
<p><a href="cust905.htm">Edit a Customer Record</a></p>
<p><a href="cust_mergeduplicates.htm">Merge Customer Records</a></p>
<p><a href="cust911.htm">Offer Customer Charge Accounts</a></p>
<p><a href="cust907.htm">Offer Customer Discounts and Price Levels</a></p>
<p><a href="customers_tax.htm">Handle Special Customer Tax Status</a></p>
<p><a href="cust936.htm">Track Customers by Type</a></p>
<p><a href="cust910.htm">View Customer Purchase History</a></p>
<p><a href="cust934.htm">Print my Customer List</a></p>
<p><a href="../qbposimp/export_datawizard.htm">Export my Customer List</a></p>
<p><a href="cust_rewards_oview.htm">Offer a Customer Rewards Program</a></p>
<p><a href="cust_ID_cards.htm">Use Customer IDs and Cards</a></p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Info-Line">To access your customer list:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">From the Home Page, select <font class="hcp1">Customer List</font> from the left side bar or from the Customers menu</p>
</li>
</ul>
<p class="Help-Indent" style="text-align: center;">&#160;</p>
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
TextPopupInit('a1','POPUP250181673');
//]]></script>
</body>
</html>

187
QB_Help_Web/POS_Help/qbpos_customers/cust902.htm Normal file
View File

@@ -0,0 +1,187 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Customers">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Add a Customer</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
img.hcp1 { border:none; }
font.hcp2 { font-weight:bold; }
span.hcp3 { font-weight:bold; }
span.hcp4 { font-weight:normal; }
a.hcp5 { font-weight:normal; }
li.hcp6 { list-style:none;
display:inline; }
font.hcp7 { font-family:"Wingdings 2"; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Add a Customer</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">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="../qbpos_fields/fields05.htm">Customer Information Fields</a> <font color="#C0C0C0" class="hcp2">|</font> <a href="customersoverview.htm">Customer Overview</a></p>
<div class="droptext" id="POPUP299936749" style="display: none;">
<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
<col style="width: 100%;">
<tr style="vertical-align: top;">
<td style="width: 100%; padding-right: 10px; padding-left: 10px;">
<p><a href="cust902.htm">Add a Customer</a></p>
<p><a href="cust905.htm">Edit a Customer Record</a></p>
<p><a href="cust_mergeduplicates.htm">Merge Customer Records</a></p>
<p><a href="cust911.htm">Offer Customer Charge Accounts</a></p>
<p><a href="cust907.htm">Offer Customer Discounts and Price Levels</a></p>
<p><a href="customers_tax.htm">Handle Special Customer Tax Status</a></p>
<p><a href="cust936.htm">Track Customers by Type</a></p>
<p><a href="cust910.htm">View Customer Purchase History</a></p>
<p><a href="cust934.htm">Print my Customer List</a></p>
<p><a href="../qbposimp/export_datawizard.htm">Export my Customer List</a></p>
<p><a href="cust_email_mktg.htm">Create an E-mail Marketing List</a></p>
<p><a href="cust_emailing.htm">E-mail a Customer</a></p>
<p><a href="../qbpos_basic_procedures/basic_write_letters.htm">Write Letters to Customers</a></p>
<p><a href="cust_business.htm">Track Business Customers</a></p>
<p><a href="cust_rewards_oview.htm">Offer a Customer Rewards Program</a></p>
<p><a href="cust_ID_cards.htm">Use Customer IDs and Cards</a></p>
</td>
</tr>
</table>
<p>&#160;</p>
<p>&#160;</p>
</div>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Note"><span class="hcp3">Note</span>: If you have accessed this topic after copying a customer record, start with Step 2. Edit the information brought from the copied record as needed.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">It is helpful to be consistent when entering customer information. Consistently using the same data format makes it easier to sort, search, and look up customer records.</p>
<p class="Help-Info-Line">To add a customer:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps" style="text-indent: 12px;">From the Home Page <span class="hcp3">Customers</span> menu, select &#160;<font class="hcp2">New</font> <font class="hcp2">Customer</font>.</p>
</li>
</ol>
<p class="Help-Indent" style="font-weight: bold; margin-left: 67px; text-indent: -31px;">OR</p>
<p class="Help-Indent" style="text-indent: 9px;">From your Customer List, click the <span class="hcp3">Add</span> button.</p>
<p class="Help-Indent" style="font-weight: bold; text-indent: 9px;">OR</p>
<p class="Help-Indent" style="text-indent: 9px;">From the Customer field on a sales receipt, click the <img src="../image/plus_icon.gif" alt="" width="14" height="15" border="0" class="hcp1"> icon and then choose <span class="hcp3">Add New Customer</span>.</p>
<p class="Help-Indent" style="text-indent: 9px;">A blank customer form is displayed.</p>
<ol start="2">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps" style="text-indent: 12px;">Navigate through the sections on the customer form and enter name, contact, and optional information for the customer:</p>
</li>
</ol>
<p class="Help-Indent" style="text-indent: 9px;">Expand each section of the form by clicking the small triangle icon to the right of the label:</p>
<p class="Help-Indent">&#160;&#160;&#160;&#160;<img src="../image/expand_tab.gif" alt="" width="230" height="38" border="0" class="hcp1"></p>
<ul>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp3">Name</span>: The <font class="hcp2">Last</font> (Name) field is required to save a customer record, unless <span class="hcp3">Track as Company</span> is selected (see below).</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp3">Track as Company (Pro)</span>: &#160;Allows you to record customer PO numbers on transactions for the customer and display the company name throughout Point of Sale (in the <span class="hcp3">Full Name</span> field). With this selection, <span class="hcp3">Company</span> (Name) is a required entry. <a href="cust_business.htm">Learn more</a>.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp3">Contact Info:</span> &#160;Enter the customer's phone, e-mail, and address.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List" style="font-weight: bold;">Customer Notes<span class="hcp4">:</span> <span class="hcp4">Add whatever notes might be helpful, such as birthday, clothing sizes, gift preferences, etc.</span></p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List" style="font-weight: bold;">Custom Fields (Pro<span class="hcp4">):</span> &#160;<span class="hcp4">You can define and use <a href="../qbpos_fields/fields_custom.htm" class="hcp5">custom fields</a> to record additional information. Using custom fields allows you to use the information to filter</span> <span class="hcp4">reports.</span></p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List" style="font-weight: bold;">QuickBooks Desktop Options: <span class="hcp4">Use these settings to control sharing of customer information with QuickBooks Desktop</span> <span class="hcp4">financial software and to set up and maintain charge accounts for the customer.</span></p>
</li>
<li class="hcp6">
<ul>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><font face="Wingdings 2" class="hcp7">R</font> &#160;<span class="hcp3">Use with QuickBooks Desktop</span>: Select this check box share this customer's information with QuickBooks Desktop. A <a href="../qbpos_company_preferences/sysprefs10.htm" class="hcp5">company preference</a> controls the default setting of this option.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List" style="font-weight: normal;"><font face="Wingdings 2" class="hcp7">R</font> &#160;<span class="hcp3">Charge Account:</span> Select to allow charges for this customer and enter an account limit. <a href="cust911.htm">Learn more</a></p>
</li>
</ul>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp3">Customer Settings</span>: Use this area to set other options:</p>
</li>
<li class="hcp6">
<ul>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp3">Customer ID (Pro)</span>: Customer IDs are automatically assigned to new customers and can be used to print scannable ID cards. <a href="cust_ID_cards.htm">Learn more</a></p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp3">Rewards Member (Pro)</span>: &#160;If offering a Rewards program, elect the check box to enroll this customer. <a href="cust_rewards_oview.htm">Learn more</a></p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp3">Alternate contact info</span>: Enter additional phone numbers.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp3">Customer Type</span>: Categorize your customers in ways that are meaningful to your business. <a href="cust936.htm">Learn more</a></p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp3">Tax Location</span>: Specify a customer tax location for special tax handling (Set up can use a 0% tax location for tax-exempt customers). &#160;<a href="customers_tax.htm">Learn more</a></p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List" style="font-weight: bold;">Customer Discounts<span class="hcp4">: &#160;If applicable, click the Discount button and specify a customer discount or price level to suggest on all sales to the customer. <a href="cust907.htm" class="hcp5">Learn more</a></span></p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List" style="font-weight: bold;">Accept Checks<span class="hcp4">: Select the check box if checks are to be accepted for payment from this customer.</span></p>
</li>
</ul>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp3">Addresses</span> (Pro): &#160;Use this area to enter additional shipping addresses and print shipping labels. The address entered in the <span class="hcp3">Contact Info</span> section is automatically added as the default shipping address. Select the <span class="hcp3">Do not mail to Bill To Address</span> check box to prevent this and then click Add to enter alternate shipping addresses (up to ten). Designate one as the default. The default shipping address will be suggested when you add <a href="../qbpos_shipping/shipping_oview.htm">shipping information</a> to sales receipts.</p>
</li>
</ul>
<ol start="3">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp2">Save</font>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If an existing customer record is very similar to a new one you are creating, <a href="cust_copy.htm">copying</a> and editing the existing record might be the quickest way to create the new record.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you are integrated with QuickBooks Desktop financial software:</p>
</li>
<li class="p-Help-Bulleted" style="list-style: square;">
<p class="Help-Bulleted">Customer names can be sent to QuickBooks Desktop in the order you prefer (e.g. &lt;first, last&gt; or &lt;last, first&gt;). <a href="../qbpos_qb_data_exchange/financialexchange_custnameorder.htm">Learn more</a></p>
</li>
<li class="p-Help-Bulleted" style="list-style: square;">
<p class="Help-Bulleted">Charge account balances and limits are shared between the programs. You cannot track account charges without also having the <span class="hcp3">Use with QuickBooks Desktop</span> option selected. <a href="cust911.htm">Learn more</a></p>
</li>
</ul>
<p class="Help-Note"><span class="hcp3">Note</span>: The availability of customer tracking features can be controlled by your <a href="../qbpos_company_preferences/sysprefs04.htm">Features to Use preference</a> settings.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="cust936.htm">Track customers by type</a></p>
<p class="Help-Text"><a href="cust_business.htm">Track business customers</a></p>
<p class="Help-Text"><a href="cust905.htm">Edit customer records</a></p>
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
TextPopupInit('a1','POPUP299936749');
//]]></script>
</body>
</html>

65
QB_Help_Web/POS_Help/qbpos_customers/cust905.htm Normal file
View File

@@ -0,0 +1,65 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Customers">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Edit a Customer Record</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
span.hcp2 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Edit a Customer Record</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Find a Customer</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_fields/fields05.htm">Customer Fields</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="customersoverview.htm">Customer Overview</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Info-Line">To edit a customer record:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Find and select the record you wish to edit in your customer list.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp2">E</span><font class="hcp1">dit</font>. The record is opened in an editable form.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Edit the customer information fields as necessary.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp2">S</span><font class="hcp1">ave</font>.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">If you have to edit many customer records at once, such as when a ZIP Code or phone area code changes, consider using <a href="../qbpos_basic_procedures/basic_list_edit_mode.htm">list edit mode</a>. List edit mode allows you to make changes directly in your customer list, similar to working in a spreadsheet.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="cust909.htm">Delete a customer record</a></p>
<p class="Help-Main-Topic-Links"><a href="cust_mergeduplicates.htm">Merge duplicate customer records</a></p>
<p class="Help-Main-Topic-Links"><a href="cust_rewards_manual.htm">Manually issuing or canceling a customer reward</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_multi_store/multi_store_customers.htm">Tracking customers in multiple stores</a></p>
</body>
</html>

65
QB_Help_Web/POS_Help/qbpos_customers/cust907.htm Normal file
View File

@@ -0,0 +1,65 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Customers">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Customer Discounts and Price Levels</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
span.hcp2 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Customer Discounts and Price Levels</p>
<p class="Help-Text"><a href="../qbpos_inventory/inven_pricelevels.htm">Price Levels</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_recording_sales_and_returns/receipt1033.htm">Give Discounts on Sales</a> <span style="color: #c0c0c0;">|</span> <a href="customersoverview.htm">Customers Overview</a></p>
<div style="float: none;">
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">A percentage discount or a markdown price level, but not both, can be associated with a customer, so that it is automatically suggested on sales to the customer. You have the option of applying the discount or price level to each sale.</p>
<p class="Help-Text">If using a percentage discount, it is applied as an item discount to all items being sold (except gift cards/certificates) and it is applied against the active price level.</p>
<p class="Help-Info-Line">To define a customer discount or price level:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">On the Add or Edit Customer form, open the <span class="hcp2">Customer Settings</span> section.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Click the <span class="hcp2">Disc</span>(count) button.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">On the Customer Discount window, select <font class="hcp1">Apply fixed percentage discount to all items</font> and enter a discount percentage</p>
</li>
</ol>
<p class="Help-Indent" style="font-weight: bold;">OR</p>
<p class="Help-Indent">Select <font class="hcp1">Use a markdown price level for this customer</font> and then select a price level from the drop-down list.</p>
<p class="Help-Indent">You must have your price levels predefined in <a href="../qbpos_company_preferences/sysprefs05.htm">company preferences</a> to be available for selection here.</p>
<ol start="4">
<li class="p-Help-Steps">
<p class="Help-Steps">Click the <span class="hcp2">Close Customer Discount Window</span> link.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Note">Note: If you click Save at the bottom right, the customer record is saved and closed. Simply re-open it if you have additional information to add/edit.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="cust905.htm">Edit a customer record</a></p>
</body>
</html>

81
QB_Help_Web/POS_Help/qbpos_customers/cust909.htm Normal file
View File

@@ -0,0 +1,81 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Customers">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Delete Customer Records</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Delete Customer Records</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Find a Customer Record</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="cust_mergeduplicates.htm">Merge Customer Records</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Info-Line" style="margin-top: 6.00pt; margin-bottom: 6.00pt;">To delete customers:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select the customer record or records you wish to delete in your customer list. &#160;<a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic_list_multiselect.htm.htm');return false;">How do I select multiple records?</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span style="font-weight: bold;">D</span><font class="hcp1">elete</font> from the I Want To menu.</p>
</li>
</ol>
<p class="Help-Indent">Point of Sale will alert you if a selected customer cannot be deleted.</p>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">If prompted, confirm the deletion and specify if you want to delete the customer(s) from your QuickBooks Desktop financial software as well.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You cannot delete a customer with a non-zero account balance. To delete such a customer the account balance must be reduced to zero, typically by taking a payment on account.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you are deleting a customer because you have duplicates, consider <a href="cust_mergeduplicates.htm">merging</a> the customer records instead, as this will combine the two customer histories into one and remove the other.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">We recommend deleting the customer in QuickBooks Desktop financial software if prompted. To guard against accidental deletion, if a customer record is deleted in only one program, it is re-created upon the next Financial Exchange. Note that if the customer is listed on documents in your financial software, the record is made inactive instead of deleting it. Making the customer inactive also prevents the record from being re-created with the next Financial Exchange.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(Pro) If you delete a customer, but later list that customer on a sales receipt (by referencing a customer order listing the customer) the customer is re-created in both Point of Sale and your financial software with the next Financial Exchange.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(Pro) <a href="../qbpos_multi_store/multi_store_customers.htm">Read</a> more about handling customers in a multi-store configuration.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="cust905.htm">Edit a customer record</a></p>
<p class="Help-Main-Topic-Links"><a href="customersoverview.htm">Customers overview</a></p>
<script type="text/javascript" language="JavaScript1.2">
//<![CDATA[
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
FilePopupInit('a1');
//]]>
</script>
</body>
</html>

70
QB_Help_Web/POS_Help/qbpos_customers/cust910.htm Normal file
View File

@@ -0,0 +1,70 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Customers">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>View Customer Purchase History</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">View Customer Purchase History</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Locate a Customer Record</a> <font style="font-weight: bold;" color="#C0C0C0">|</font> <a href="cust_mergeduplicates.htm">Merge Customer Records</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">Customer history reports allow you to view summarized statistical data for customer purchases and returns, as well as a list of all receipts and all non-deleted customer orders made for the customer. You can expand the documents included in the report to view item detail or QuickZoom to view the associated documents.</p>
<p class="Help-Info-Line">To view a customers history report:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Access the customer history in one of these ways:</p>
</li>
</ol>
<ul style="list-style: disc;">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">In your customer list, select the customer and click <span class="hcp1">Details</span><span>.</span></p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">List the customer on a sales receipt or customer order and then click the <span class="hcp1">View/Edit</span> button to open the customer record.</p>
</li>
</ul>
<p class="Help-Nested-List" style="text-align: center;"><img alt="" src="../image/cust_edit_on_doc.gif" style="border: none;" border="0"></p>
<p class="Help-Indent">A list of transactions for the customer is summarized in the History section of the customer details.</p>
<p class="Help-Indent" style="text-align: center;">&#160;&#160;&#160;&#160;&#160;&#160;<img src="../image/customer_history.gif" alt="image\customer_history.gif" title="image\customer_history.gif" width="182" height="148" border="0"></p>
<p class="help-text">&#160;</p>
<p class="Help-Text">With customer history displayed, you can click a transaction in the list to open it for review.</p>
&#160;
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you came to the Customer History window from a sales receipt (or customer order), you can't open a receipt from sales history. <font style="font-style: italic;">(Only one instance of a document type can be opened at a time)</font>.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(Pro) If you delete customer orders once they are filled, the deleted orders are no longer displayed on the Customer History window. However, the sale of the merchandise on deleted customer orders is reflected in the history.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(Pro) Customer history at remote stores reflects only the documents made at the local store. Headquarters sees completed sales at all stores, but not pending customer orders made at remotes.</p>
</li>
</ul>
</body>
</html>

116
QB_Help_Web/POS_Help/qbpos_customers/cust911.htm Normal file
View File

@@ -0,0 +1,116 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Customers">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Customer Charge Accounts and Store Credits</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
span.hcp2 { font-weight:bold; }
img.hcp3 { border:none; }
font.hcp4 { font-family:"Wingdings 2"; }
font.hcp5 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Customer Charge Accounts and Store Credits</p>
<p class="Help-Text"><a href="../qbpos_recording_sales_and_returns/receipt_payment_acctcharge.htm">Charges to Account</a> <span class="hcp1">|</span> <a href="../qbpos_recording_sales_and_returns/receipt_payment_poa.htm">Payments on Account</a> <span class="hcp1">|</span> <a href="cust_pastdueacct.htm">Past Due Accounts</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Note"><span class="hcp2">Store Credit</span>: Even if you don't wish to allow customers to charge purchases, you may still want to set up customer accounts for the purpose of giving store credit when merchandise is returned. Point of Sale will track the customer's credit balance and you can apply the credit towards a future purchase. For purposes of store credit, issuing a credit uses the same procedure as <a href="../qbpos_recording_sales_and_returns/receipt_payment_poa.htm">taking a payment</a> on account, while applying a credit uses the same procedure as <a href="../qbpos_recording_sales_and_returns/receipt_payment_acctcharge.htm">charging to account</a>. &#160;&#160;&#160;</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Overview</p>
<p class="Help-Text">You can offer and track customer charge accounts in Point of Sale. As the customer makes charges to and payments on her account, Point of Sale tracks the account balance and the remaining credit available.</p>
<p class="Help-Text">When making a sale to the customer, this information is displayed on the receipt and further charges are blocked if the sale amount exceeds the available credit (<a href="../qbpos_secadmin/secadmin_mgr_override.htm">manager override</a>, with sufficient security, is possible).</p>
<p class="Help-Text">If you are integrated with QuickBooks Desktop financial software, you have additional account tracking capabilities:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Posting of customer charges and payments to your financial software, automatically creating invoices and customer payments</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The ability to print and mail account statements, apply finance charges, and apply payments to specific invoices in your financial software, with updated balances being sent back to Point of Sale</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The ability to track <a href="cust_pastdueacct.htm">past due amounts</a> and block additional charges</p>
</li>
</ul>
<p class="Help-Heading-2">Settings for Charge Accounts</p>
<p class="Help-Text">Use the following customer fields in the <span class="hcp2">QuickBooks Options</span> section of the customer record to set up and maintain customer charge accounts:</p>
<p class="Help-Text">&#160;&#160;&#160;&#160;&#160;<img src="../image/customer_acct.gif" alt="Customer charge account fields (from Additional Info tab of customer record)" title="Customer charge account fields (from Additional Info tab of customer record)" width="194" height="147" border="0" class="hcp3"></p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font face="Wingdings 2" class="hcp4">R</font> <span class="hcp2">Use with QuickBooks</span>. If you are integrated with QuickBooks Desktop financial software, this check box indicates if the customer information will be shared with QuickBooks Desktop. If you select the <span class="hcp2">Use charge account</span> check box, this option is automatically selected for you. You can set the default selection of this field for new customers in <a href="../qbpos_company_preferences/sysprefs10.htm">company preferences</a>.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font face="Wingdings 2" class="hcp4">R</font> &#160;<span class="hcp2">Charge account</span> &#160; &#160;Select to allow charges for this customer.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp5">Account Limit</font> Enter the maximum charge balance allowed for the customer. If integrated with QuickBooks Desktop financial software, you can set the limit in either program and it will be updated in the other with your next Financial Exchange.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp5">Account Balance</font>. The customers current account balance; updated with each charge to or payment on account. If integrated with QuickBooks Desktop, is overwritten during each Financial Exchange by the balance from QuickBooks Desktop, so that it reflects finance charges and/or payments taken in your financial software.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp5">Available Credit</font>. Calculated field. Account Limit &#160; &#160;Account Balance = Available Credit. When charging a purchase to the account, the available credit is checked and the charge blocked if the purchase amount exceeds this value (<a href="../qbpos_secadmin/secadmin_mgr_override.htm">manager override</a>, with sufficient security, is possible).</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp2">Past Due</span>. Available only if integrated with QuickBooks Desktop and if <a href="../qbpos_company_preferences/companyprefs_tendering.htm">blocking of past due accounts</a> is enabled in company preferences. Indicates amount that is 30, 60, or 90 days past due, depending on preference setting. Actual amounts and aging comes from QuickBooks Desktop.</p>
</li>
</ul>
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The current account information is displayed on the sales receipt when a customer is listed on the receipt.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Until an account limit is set for a customer, the <font class="hcp5">Available Credit</font> in Point of Sale is suppressed and charges on account are not allowed. With sufficient security rights, you can establish an account and set a limit while making a sale by clicking the <span class="hcp2">Account</span> payment button.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">To send itemized statements (including item detail) to customers from QuickBooks Desktop, choose one of the detailed item posting methods on the Financial page of <a href="../qbpos_company_preferences/sysprefs01.htm">company preferences</a>.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The ability to modify account settings can be controlled by a <a href="../qbpos_secadmin/secadmin01.htm#secadmin_midtopic_04">security right</a>.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you have existing customers with account balances in another program or spreadsheet when beginning to use Point of Sale, the customer information and account balances can be imported using the <a href="../qbposimp/data_import_using.htm">Data Import</a> wizard.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(Pro) Be aware that it is possible for a customer to make two or more purchases by account charge at different stores between Store Exchanges, neither individually exceeding the customer's available credit but in total exceeding it. After the next Financial Exchange, the new balance will exceed the credit limit until a payment is made, but no further charges will be allowed &#160;<a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_qb_data_exchange/qbfs_accountlimitexceeded.htm');return false;">Example</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_qb_data_exchange/qbfs_poa.htm">How account transactions are sent to QuickBooks Desktop</a></p>
<p class="Help-Main-Topic-Links"><a href="cust905.htm">Edit a customer record</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_end_of_day/endofday02.htm">End of Day Financial Exchange</a></p>
<script type="text/javascript" language="JavaScript1.2">
//<![CDATA[
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
FilePopupInit('a1');
//]]>
</script>
</body>
</html>

92
QB_Help_Web/POS_Help/qbpos_customers/cust934.htm Normal file
View File

@@ -0,0 +1,92 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Customers">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Print your Customer List</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
span.hcp2 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Print your Customer List</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/printing/basic243.htm"><font color="#0000FF">Printing Overview</font></a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbposimp/export_datawizard.htm"><font color="#0000FF">Export your Customer List</font></a> <font color="#C0C0C0" class="hcp1">|</font> <a href="customersoverview.htm">Customer Overview</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">Your customer list can be printed as a report.</p>
<p class="Help-Info-Line">To print your customer list:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Display your customer list and select the customers you want included in the printout:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">To print the entire list, make sure the list filter is set to display <span class="hcp2">All Customers</span>.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">To print a sub-set based on a common data point (ZIP Code or city, for example) use the search function to display only those records.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">Or manually <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic_list_multiselect.htm.htm');return false;">select</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"> (highlight) the records you want to print.</p>
</li>
</ul>
<ol start="2">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <font class="hcp1">Print</font> from the I Want To menu.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Specify which to print: &#160;<span class="hcp2">All Displayed Customers</span> or <span class="hcp2">Selected</span> customers only, and then select <span class="hcp2">OK</span>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">On the Print dialog, choose <span class="hcp2">Print</span> or <span class="hcp2">Preview</span>.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">Many report viewing options are available, including rearranging columns and drilling down to see customer detail. Printing customer lists from the <a href="../qbpos_reports_and_sales_charts/reportsoverview.htm">reports</a> area gives you even more flexibility in customizing the layout, records included, and other display properties.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you filter the Customer List report by store, only customers to which a sale has been made at that store will be included.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You can also print <a href="../qbpos_basic_procedures/printing/basic_printing_shippinglabels.htm">customer mailing labels</a> for all or selected customers by selecting <font class="hcp1">Print Labels</font> from the Print menu with your customer list displayed.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/navigation_find/basic_find_customer.htm">Finding a customer record</a></p>
<p class="Help-Main-Topic-Links"><a href="cust936.htm">Tracking customers by type</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/printing/basic_printing_shippinglabels.htm">Printing mailing and shipping labels</a></p>
<p class="Help-Text"><a href="../qbpos_shipping/shipping_info.htm">Printing shipping labels from sales receipts</a></p>
<script type="text/javascript" language="JavaScript1.2">
//<![CDATA[
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
FilePopupInit('a1');
//]]>
</script>
</body>
</html>

158
QB_Help_Web/POS_Help/qbpos_customers/cust935.htm Normal file
View File

@@ -0,0 +1,158 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>cust935</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
span.hcp2 { font-weight:bold; }
tr.hcp3 { vertical-align:top; }
td.hcp4 { padding-left:1px;
padding-top:1px;
padding-right:1px;
padding-bottom:1px; }
font.hcp5 { font-family:Symbol; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Printing Customer Labels</p>
<p class="Help-Text"><a href="cust934.htm">Printing your Customer List</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_basic_procedures/printing/basic243.htm">Printing Overview</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="customersoverview.htm">Customer Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">The <font class="hcp1">Print Labels</font> option can be used to print customer mailing or shipping labels from the customer list.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Info-Line" style="margin-top: 6.00pt; margin-bottom: 6.00pt;">To print customer labels:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Display your customer list.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select the customer or customers for whom you wish to print labels. &#160;<a href="../qbpos_basic_procedures/basic_list_multiselect.htm.htm">How do I select multiple customers?</a></p>
</li>
</ol>
<ul style="list-style: disc;">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">You may find it helpful to <a href="../qbpos_basic_procedures/basic262.htm">filter</a> the list to display a specific group of customers before selecting.</p>
</li>
</ul>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <font class="hcp1">Print Labels</font> from the Print menu.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Specify the following print options in the Print Labels dialog:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">Choose the printer to be used</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">Specify the number of labels to print for each customer</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">Preview and/or change the label template used (select <span class="hcp2">More Options</span>, if necessary, to access)</p>
</li>
</ul>
<ol start="5">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp2">P</span><font class="hcp1">rint</font> or <font class="hcp1">Preview</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Specify a label start position (for printing on partial pages of labels) and then select <font class="hcp1">Continue</font>.</p>
</li>
</ol>
<p class="Help-Text">If necessary, you can also align your printer from this dialog.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">In <a href="../qbpos_workstation_preferences/wsprefs03.htm">workstation preferences</a>, specify the default label template and printing options to be used when printing customer labels. The labels supported are as follows:</p>
</li>
<li style="list-style: none; display: inline;">
<table style="margin-left: 10.0pt; left: 0px; top: 30px; height: 93px;" cellspacing="0" width="400">
<col style="width: 30.708%;">
<col style="width: 24.364%;">
<col style="width: 23.554%;">
<col style="width: 21.583%;">
<tr class="hcp3">
<td style="width:30.708%;" bgcolor="#E6E6E6" class="hcp4">
<p class="Help-Text" style="margin-left: 0px;"><font class="hcp1">Label size:</font></p>
</td>
<td style="width:24.364%;" bgcolor="#E6E6E6" class="hcp4">
<p class="Help-Text" style="text-align: center;">1" <font face="Symbol" class="hcp5"></font> 2-5/8"</p>
</td>
<td style="width:23.554%;" bgcolor="#E6E6E6" class="hcp4">
<p class="Help-Text" style="text-align: center;">1" <font face="Symbol" class="hcp5"></font> 4"</p>
</td>
<td style="width:21.583%;" bgcolor="#E6E6E6" class="hcp4">
<p class="Help-Text" style="text-align: center;">3.33" x 4"</p>
</td>
</tr>
<tr class="hcp3">
<td style="width:30.708%;" class="hcp4">
<p class="Help-Text" style="margin-left: 0px;"><font class="hcp1">Labels per sheet:</font></p>
</td>
<td style="width:24.364%;" class="hcp4">
<p class="Help-Text" style="text-align: center;">30</p>
<p class="Help-Text" style="text-align: center;">(3 across)</p>
</td>
<td style="width:23.554%;" class="hcp4">
<p class="Help-Text" style="text-align: center;">20</p>
<p class="Help-Text" style="text-align: center;">(2 across)</p>
</td>
<td style="width:21.583%;" class="hcp4">
<p class="Help-Text" style="text-align: center;">6</p>
<p class="Help-Text" style="text-align: center;">(2 across)</p>
</td>
</tr>
<tr class="hcp3">
<td style="width:30.708%;" class="hcp4">
<p class="Help-Text" style="margin-left: 0px;"><font class="hcp1">Use template:</font></p>
</td>
<td style="width:24.364%;" class="hcp4">
<p class="Help-Text">Avery 5160</p>
</td>
<td style="width:23.554%;" class="hcp4">
<p class="Help-Text">Avery 5161</p>
</td>
<td style="width:21.583%;" class="hcp4">
<p class="Help-Text">Avery 8164*</p>
</td>
</tr>
</table>
<p class="Help-Indent">Labels can be printed using either the customer billing address or shipping address by selecting the appropriate template.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Shipping labels can also be printed from sales receipts or customer orders, when adding <a href="../qbpos_basic_procedures/basic_shipping_info.htm"><font color="#0000FF">shipping information</font></a>.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">For information about ordering labels directly from QuickBooks, refer to the <a href="../qbpos_help_and_support/helpandsupport20.htm">ordering supplies</a> topic.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">*For weatherproof labels, substitute Avery 5524 and print with a laser printer.</p>
</li>
</ul>
<div style="width: 100%; position: relative;" id="footer">
<p>&#160;</p>
</div>
</body>
</html>

49
QB_Help_Web/POS_Help/qbpos_customers/cust936.htm Normal file
View File

@@ -0,0 +1,49 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Track Customers by Type</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Track Customers by Type</p>
<p class="Help-Text"><a href="customersoverview.htm">Customer Overview</a> <font style="font-weight: bold;" color="#C0C0C0">|</font> <a href="../qbpos_reports_and_sales_charts/reportsoverview.htm">Report Overview</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">Customer types let you categorize your customers in ways that are meaningful to your business. For example, you could set up your customer types so that they indicate whether a customer is a business* or individual customer, their geographic location, or how they first heard about your business.</p>
<p class="Help-Text">You can filter reports and do special mailings that are based on your customer types. For example, if you use customer types to categorize your customers by location, you could print <a href="../qbpos_basic_procedures/printing/basic_printing_shippinglabels.htm">mailing labels</a> for all the customers in a particular region.</p>
<p class="Help-Text">Define your customer types in <a href="../qbpos_company_preferences/sysprefs10.htm">company preferences</a> and then associate a type with each customer on their individual records.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">*Pro users have another option for <a href="cust_business.htm">tracking business customers</a>.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">When printing customer mailing or shipping labels or lists, sort the list by customer type and then select them all.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Its generally better to use customer types to categorize customers for only one purpose. Dont try, for example, to set up customer types for both tracking geographic area and how customers heard about you.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="cust905.htm">Edit a customer record</a></p>
</body>
</html>

169
QB_Help_Web/POS_Help/qbpos_customers/cust_ID_cards.htm Normal file
View File

@@ -0,0 +1,169 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Customer IDs and Cards</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
img.hcp2 { border:none; }
tr.hcp3 { vertical-align:top; }
td.hcp4 { padding-left:1px;
padding-top:1px;
padding-right:1px;
padding-bottom:1px;
border-bottom-width:1px;
border-bottom-style:Solid;
border-top-width:1px;
border-top-style:Solid; }
font.hcp5 { font-weight:bold;
text-decoration:underline; }
td.hcp6 { padding-left:1px;
padding-top:1px;
padding-right:1px;
padding-bottom:1px;
border-bottom-width:1px;
border-bottom-style:Solid; }
ol.hcp7 { list-style:decimal; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Customer IDs and Cards</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/printing/basic243.htm">Printing</a> <span style="color: #c0c0c0;">|</span> <a href="cust902.htm">Add a Customer</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Text">Customer IDs are automatically assigned to new customers and can be used to print scannable ID cards. <img src="../image/cust_IDcard.gif" alt="One of the available Customer ID Card templates" title="One of the available Customer ID Card templates" style="border: none; margin-left: 8px; margin-right: 8px; margin-top: 8px; margin-bottom: 8px;" width="203" height="96" align="right" border="0"></p>
<p class="Help-Text">The printed ID cards, with bar codes, can then be scanned while making a sales receipt to quickly lookup and add the customer to the receipt. Provided you don't change the default ID number format, you can scan the card while in either the <span class="hcp1">Enter Items</span> field or the <span class="hcp1">Customer</span> field on the receipt to add the customer.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><a href="cust910.htm">Tips and format of Customer IDs<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a></p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">Print templates for ID cards <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="hcp2"></a></p>
<div class="droptext" id="POPUP340244412" style="display: none;">
<table style="margin-left: 0.35pt;" cellspacing="0" width="349">
<col style="width: 23.954%;">
<col style="width: 26.674%;">
<col style="width: 22.03%;">
<col style="width: 27.342%;">
<tr class="hcp3">
<td style="width:23.954%;" bgcolor="#E6E6E6" class="hcp4">
<p class="Help-Text" style="margin-top: 3.00pt; margin-bottom: 3.00pt; text-align: center; font-weight: bold; text-decoration: underline;">Size</p>
<p class="Help-Text" style="margin-top: 3.00pt; margin-bottom: 3.00pt; text-align: center;"><font class="hcp5">(H x W)</font></p>
</td>
<td style="width:26.674%;" bgcolor="#E6E6E6" class="hcp4">
<p class="Help-Text" style="margin-top: 3.00pt; margin-bottom: 3.00pt; text-align: center;"><font class="hcp5"><span style="font-weight: bold; text-decoration: underline;">Number</span> Per Sheet</font></p>
</td>
<td style="width:22.03%;" bgcolor="#E6E6E6" class="hcp4">
<p style="font-weight: bold;">Sheet Size</p>
</td>
<td style="width:27.342%;" bgcolor="#E6E6E6" class="hcp4">
<p class="Help-Text" style="margin-top: 3.00pt; margin-bottom: 3.00pt; text-align: center;"><font class="hcp5">Use Template</font></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:23.954%;" bgcolor="#FFFFEC" class="hcp6">
<p class="Help-Text" style="margin-top: 3.00pt; margin-bottom: 3.00pt; text-align: center;">1" <font style="font-family: Symbol;" face="Symbol"></font> 2.625"</p>
</td>
<td style="width:26.674%;" bgcolor="#FFFFEC" class="hcp6">
<p class="Help-Text" style="text-align: center;">30</p>
<p class="Help-Text" style="margin-top: 3.00pt; margin-bottom: 3.00pt; text-align: center;">(3 across)</p>
</td>
<td style="width:22.03%;" bgcolor="#FFFFEC" class="hcp6">
<p class="Help-Text" style="text-align: center;">8.5" x 11"</p>
</td>
<td style="width:27.342%;" bgcolor="#FFFFEC" class="hcp6">
<p class="Help-Text" style="text-align: center;">Avery 5160</p>
</td>
</tr>
<tr class="hcp3">
<td style="width:23.954%;" bgcolor="#FFFFEC" class="hcp6">
<p class="Help-Text" style="margin-top: 3.00pt; margin-bottom: 3.00pt; text-align: center;">2" x 3.25"</p>
</td>
<td style="width:26.674%;" bgcolor="#FFFFEC" class="hcp6">
<p class="Help-Text" style="text-align: center;">3</p>
<p class="Help-Text" style="text-align: center;">laminated badges</p>
</td>
<td style="width:22.03%;" bgcolor="#FFFFEC" class="hcp6">
<p class="Help-Text" style="margin-top: 3.00pt; margin-bottom: 3.00pt; text-align: center;">8.5" x 11</p>
</td>
<td style="width:27.342%;" bgcolor="#FFFFEC" class="hcp6">
<p class="Help-Text" style="margin-top: 3.00pt; margin-bottom: 3.00pt; text-align: center;">Avery 5361</p>
</td>
</tr>
<tr class="hcp3">
<td style="width:23.954%;" bgcolor="#FFFFEC" class="hcp6">
<p class="Help-Text" style="margin-top: 3.00pt; margin-bottom: 3.00pt; text-align: center;">3.33" x 4"</p>
</td>
<td style="width:26.674%;" bgcolor="#FFFFEC" class="hcp6">
<p class="Help-Text" style="text-align: center;">6</p>
<p class="Help-Text" style="text-align: center;">(2 across)</p>
</td>
<td style="width:22.03%;" bgcolor="#FFFFEC" class="hcp6">
<p class="Help-Text" style="margin-top: 3.00pt; margin-bottom: 3.00pt; text-align: center;">8.5" x 11"</p>
</td>
<td style="width:27.342%;" bgcolor="#FFFFEC" class="hcp6">
<p class="Help-Text" style="margin-top: 3.00pt; margin-bottom: 3.00pt; text-align: center;">8164 + Logo</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Info-Line">To print customer ID cards:</p>
<ol class="hcp7">
<li class="p-Help-Steps">
<p class="Help-Steps">From your customer list, select the customer or customers for whom you wish to print ID cards. <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic_list_multiselect.htm.htm');return false;">How do I select multiple customers?</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></p>
</li>
</ol>
<p class="Help-Indent">If printing for all customers, you do not have to select any.</p>
<ol start="2" class="hcp7">
<li class="p-Help-Steps">
<p class="Help-Steps">From the I Want To menu, select <span class="hcp1">Print ID Card</span>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">On the Print dialog, specify if printing cards for the selected customer(s) or for all customers, and make any changes necessary to the printer, template or number of copies.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp1">Print</span>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">When printing paper customer ID cards, it is recommended that these be laminated to protect the legibility and scan-ability of the bar code on the card.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">To create ID cards using a different numbering system, remove the program-generated number in the <span class="hcp1">Customer ID</span> field and then enter the alternate number (up to 30 digits) or scan the bar code if using 3rd party cards with preprinted codes. With a different format, you'll have to be in the <span class="hcp1">Customer</span> field on the receipt to lookup a customer by scanning her ID card.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(Pro) If upgrading from a previous version of Point of Sale that lacked this feature, ID numbers for existing customers are generated at Headquarters only and sent to remote stores via the next Store Exchange file. ID numbers for new customers are created at the store where they are added to the customer list.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="cust_rewards_oview.htm">Customer Rewards Program</a></p>
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
TextPopupInit('a1','POPUP340244412');
//]]></script>
</body>
</html>

86
QB_Help_Web/POS_Help/qbpos_customers/cust_business.htm Normal file
View File

@@ -0,0 +1,86 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Track Business Customers</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
ul.hcp1 { list-style:disc; }
span.hcp2 { font-weight:bold; }
img.hcp3 { border:none; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Track Business Customers</p>
<p class="Help-Text"><a href="customersoverview.htm">Customer Overview</a> <font style="font-weight: bold;" color="#C0C0C0">|</font> <a href="cust902.htm">Add a Customer</a> <span style="color: #c0c0c0;">|</span> <a href="cust905.htm">Edit a Customer</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Text">You can easily identify and track business customers in Point of Sale (as opposed to an individual customer). Identifying a business customer turns on the following features for that customer:</p>
<ul class="hcp1">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Record and print customer purchase order numbers on sales receipts and customer orders</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Search for sales receipts and customer orders by the customer PO #</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The <span class="hcp2">Full Name</span> field on Point of Sale documents, lists, and reports will display the company name</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Your customer list and Reports can be filtered to distinguish between business and individual customers</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">When synchronizing with your QuickBooks Desktop financial Software, the customer PO # will be shown on receipts and invoices created in QuickBooks Desktop</p>
</li>
</ul>
<p class="Help-Info-Line">To identify a business customer:</p>
<ol style="list-style: decimal;">
<li class="p-Help-Steps">
<p class="Help-Steps">When adding or editing a customer record, select the <span class="hcp2">Track as Company</span> check box.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Record the customer's <span class="hcp2">Company</span> name (required).</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp2">Save</span>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp1">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Including an individual's first and last name is optional, but recommended, for a business customer.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The <span class="hcp2">Customer</span> <span class="hcp2">PO#</span> field is added to receipts and customer orders made for this customer, as shown below, and the <span class="hcp2">Full Name</span> field will display the company name throughout the program.</p>
</li>
</ul>
<p class="Help-Text">&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;<img src="../image/receipt_cust_PO_no.gif" alt="Customer PO# field added to sales receipt" title="Customer PO# field added to sales receipt" width="244" height="146" border="0" class="hcp3"></p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_qb_data_exchange/qbfs_customers.htm">How customer records are exchanged with QuickBooks Desktop</a></p>
<div style="width: 100%; position: relative;" id="footer">
<p>&#160;</p>
<p class="Help-Note" style="background-color: #f5f5f5;"><img src="../image/lightningbolt_shg.gif" alt="This symbol indicates that an Internet connection is required." title="This symbol indicates that an Internet connection is required." width="9" height="15" border="0" class="hcp3"> &#160;Additional online resources. Internet connection required.</p>
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
</div>
</body>
</html>

129
QB_Help_Web/POS_Help/qbpos_customers/cust_center.htm Normal file
View File

@@ -0,0 +1,129 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Customer Center</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
img.hcp1 { border:none; }
table.hcp2 { vertical-align:top; }
tr.hcp3 { vertical-align:top; }
td.hcp4 { padding-right:10px;
padding-left:10px; }
ul.hcp5 { list-style:disc; }
span.hcp6 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Customer Center</p>
<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>
<div class="droptext" id="POPUP252364571" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="cust902.htm">Add a Customer</a></p>
<p><a href="cust905.htm">Edit a Customer Record</a></p>
<p><a href="cust_mergeduplicates.htm">Merge Customer Records</a></p>
<p><a href="cust911.htm">Offer Customer Charge Accounts</a></p>
<p><a href="cust907.htm">Offer Customer Discounts and Price Levels</a></p>
<p><a href="customers_tax.htm">Handle Special Customer Tax Status</a></p>
<p><a href="cust936.htm">Track Customers by Type</a></p>
<p><a href="cust910.htm">View Customer Purchase History</a></p>
<p><a href="cust934.htm">Print my Customer List</a></p>
<p><a href="../qbposimp/export_datawizard.htm">Export my Customer List</a></p>
<p><a href="cust_email_mktg.htm">Create an E-mail Marketing List</a></p>
<p><a href="cust_emailing.htm">E-mail a Customer</a></p>
<p><a href="../qbpos_basic_procedures/basic_write_letters.htm">Write Letters to Customers</a></p>
<p><a href="cust_business.htm">Track Business Customers</a></p>
<p><a href="cust_rewards_oview.htm">Offer a Customer Rewards Program</a></p>
<p><a href="cust_ID_cards.htm">Use Customer IDs and Cards</a></p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<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>
<p class="Help-Info-Line">To access the Customer Center:</p>
<ul class="hcp5">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Select <span class="hcp6">Customer Center</span> from the Customers menu.<br></p>
</li>
</ul>
<p class="Help-Heading-2">Customer Statistics</p>
<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>
<p class="Help-Text">(Pro) At a remote store, customer statistics reflect activity at that store only.</p>
<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>
<div class="droptext" id="POPUP337559112" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<ul class="hcp5">
<li class="p-Help-Bulleted">
<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>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp6">New customers</span>New customers added during the time period specified.</p>
</li>
<li class="p-Help-Bulleted">
<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>
</li>
<li class="p-Help-Bulleted">
<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>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp6">Average receipt total</span>Average sales receipt total. Does not include reversed/reversing receipts.</p>
</li>
<li class="p-Help-Bulleted">
<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>
</li>
<li class="p-Help-Bulleted">
<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>
</li>
</ul>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Bulleted">&#160;</p>
<p class="Help-Heading-2">Reach Out to Your Customers</p>
<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>
<p class="Help-Text"><a href="cust_create_email_campaign.htm">E-mail marketing campaign lists</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_writeletters_filter.htm">Write letters</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/printing/basic_printing_shippinglabels.htm">Print mailing labels</a></p>
<p class="Help-Text"><a href="../qbposimp/export_datawizard.htm">Export your customer list to a file</a></p>
<p class="Help-Bulleted">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_officeintegration.htm">Office Integration</a></p>
<p class="Help-Text"><a href="cust_emailing.htm">E-mail Customers</a></p>
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
TextPopupInit('a2','POPUP252364571');
TextPopupInit('a1','POPUP337559112');
//]]></script>
</body>
</html>

64
QB_Help_Web/POS_Help/qbpos_customers/cust_copy.htm Normal file
View File

@@ -0,0 +1,64 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Copy a Customer Record</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Copy a Customer Record</p>
<p class="Help-Text"><a href="cust905.htm">Edit a Customer</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_fields/fields05.htm">Customer Information Fields</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="customersoverview.htm">Customer Overview</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">You can quickly add a new customer who has similar information as another customer by copying the existing customers record. You may then modify the new record to reflect the new customer.</p>
<p class="Help-Info-Line">To copy a customer record:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Highlight or display the record to be copied.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the I Want To menu, select <font class="hcp1">Copy<span style="font-weight: normal;">.</span></font></p>
</li>
</ol>
<p class="Help-Indent">A new customer form is opened with most of the information from the original customer. Some information, such as charge account and rewards information, is not copied.</p>
<ol start="3">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Modify the copied information to reflect the new customer.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span style="font-weight: bold;">S</span><font class="hcp1">ave</font>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: square;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If integrated with QuickBooks, your default <a href="../qbpos_company_preferences/sysprefs10.htm">company preference</a> for sharing customer information with QuickBooks will determine if the new customer record is enabled for data exchanges.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="cust911.htm">Maintain Charge Accounts</a></p>
</body>
</html>

90
QB_Help_Web/POS_Help/qbpos_customers/cust_create_email_campaign.htm Normal file
View File

@@ -0,0 +1,90 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Create an E-Mail Marketing Campaign List</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
img.hcp1 { border:none; }
span.hcp2 { font-weight:bold; }
ol.hcp3 { list-style:decimal; }
ul.hcp4 { list-style:disc; }
span.hcp5 { font-style:italic; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Create an E-mail Marketing Campaign List</p>
<p class="Help-Text"><a href="cust_email_mktg.htm">E-mail Marketing Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_help_and_support/help_emailfaq.htm">E-mail FAQs</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Note">This topic applies to the Create an E-mail Marketing wizard, which walks you through the steps to create or manage targeted customer lists that you can use for e-mail marketing.* &#160;You can access this wizard from the Customers menu or from the <a href="cust_center.htm">Customer Center</a>.</p>
<p class="Help-Text" style="color: Transparent;">&#160;</p>
<p class="Help-Text" style="color: Transparent;">You create an e-mail marketing customer list based on information from your customer records or on sales data accumulated for those customers. When the list is completed you can send it directly to the <a title="Popup help" href="qbpos:helppopup.5520">e-mail marketing partner integrated with Point of Sale <img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a> or save it to an Excel file and then manually upload to an e-mail marketing provider of your choice.</p>
<p class="Help-Text">The wizard includes the following pages. Click <span class="hcp2">Next</span> when ready to move to the next page.</p>
<ol class="hcp3">
<li class="p-Help-Steps">
<p class="Help-Steps"><span class="hcp2">Contact your Customers:</span> &#160;Informational overview.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps"><span class="hcp2">Choose Campaign Type:</span> Select one of the predefined campaigns or choose <span class="hcp2">Custom</span> to define other criteria:</p>
</li>
</ol>
<ul class="hcp4">
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp2">Recent Purchase</span>Contact only customers that have made a purchase in the last <span class="hcp5">x</span> number of days (enter x).</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp2">No Activity</span>Contact only customers that haven't made a purchase in <span class="hcp5">x</span> number of days (enter x). Optionally, you can also elect to include only those customers that have made at least one purchase from you anytime.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp2">Merchandise Interest</span>Contact only customers that have made a purchase from a particular department or vendor. Click the <span class="hcp2">Select Department/Vendor</span> button to specify which department/vendor. Optionally, you may limit the sales period to the last x number of days.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp2">Custom</span>Specify filter criteria to build a customer list. You can filter for any information stored in your customer records (city, ZIP Code, customer type, charge account customers, etc.) and/or for information contained in your customer sales history. This selection presents additional pages for entering specific filter criteria. &#160;<a href="../qbpos_basic_procedures/basic306.htm">How do I enter filter criteria?</a></p>
</li>
</ul>
<ol start="3" class="hcp3">
<li class="p-Help-Steps">
<p class="Help-Steps"><span class="hcp2">Review Customer List</span>: This page displays a proposed list of customers based on your selections. By default, all customers in the proposed list are selected for inclusion in the final list (<img src="../image/checkbox_icon.gif" alt="Checkbox indicating a selected customer" title="Checkbox indicating a selected customer" width="12" height="11" border="0" class="hcp1"> = selected). You can remove customers from the final list by clearing their checkboxes. Clear/select checkboxes by clicking on them or by using the button options on the right.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps"><span class="hcp2">Review and Send:</span> Enter a name for the customer list and specify how you want to output the list. If you have an account with the integrated <a title="Popup help" href="qbpos:helppopup.5520">e-mail marketing partner <img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a>, the list can be sent directly to them. Otherwise, you can export the list as an Excel file to send to another provider.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp4">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You create, send, and track the content and effectiveness of your marketing campaign through the service provider you have selected.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Customers must be marked <span class="hcp2">OK to e-mail</span> in their record to be included in marketing customer lists. This allows your customers to "opt out" of receiving marketing communications.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">*This feature requires an account with a third-party e-mail marketing provider. Terms and conditions, pricing, and service options are set by the e-mail marketing provider you choose.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_officeintegration.htm">Office Integration</a></p>
<p class="Help-Text"><a href="cust_center.htm">Customer Center</a></p>
</body>
</html>

66
QB_Help_Web/POS_Help/qbpos_customers/cust_email_mktg.htm Normal file
View File

@@ -0,0 +1,66 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>E-Mail Marketing with Point of Sale</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">E-mail Marketing with Point of Sale</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail a Document</a> <span class="hcp1">|</span> <a href="../qbpos_help_and_support/help_emailfaq.htm">E-mail FAQs</a> <span class="hcp1">|</span> <a href="../qbpos_basic_procedures/basic_officeintegration.htm">Office Integration</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text" style="color: Transparent;">Unlock the hidden value in your retail data with e-mail marketing to get customers into your store more often and getting them to spend more when they do visit. Point of Sale makes it easy to create targeted customer lists to use in e-mail marketing campaigns.*</p>
<p class="Help-Text" style="color: Transparent;">Highlights of this feature include:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Targeted customer lists can be created based on previous sales data and/or on information stored in your customer records. The <a href="cust_create_email_campaign.htm">Create an E-mail Campaign</a> wizard walks you through the steps to create the customer lists.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You can set up an account with the Point of Sale e-mail marketing partner, in which case your customer lists are sent automatically from Point of Sale to the partner.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you prefer, you can export the customer list to Microsoft Excel. The Excel file can then be manually uploaded to an alternative e-mail marketing provider of your choice.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You create, send, and track the actual marketing campaign e-mails through the service provider you have selected.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Optionally, you can set Point of Sale to prompt your cashiers to e-mail a copy of sales receipts to your customers. This is a great way to collect customer e-mail addresses for future use in your e-mail marketing. Enable this prompt in <a href="../qbpos_workstation_preferences/wsprefs_printoptions.htm">workstation preferences</a>.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Your customers can "opt out" of receiving marketing e-mails, in which case they will never be included in the customer lists you create for marketing.</p>
</li>
</ul>
<p class="Help-Text">*This feature requires an account with a third-party e-mail marketing provider. Terms and conditions, pricing, and service options are set by the e-mail marketing provider you choose.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="cust_center.htm">Customer Center</a></p>
<div style="width: 100%; position: relative;" id="footer">
<p>&#160;</p>
<p class="Help-Note" style="background-color: #f5f5f5;"> &#160;Additional online resources. Internet connection required.</p>
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
</div>
</body>
</html>

69
QB_Help_Web/POS_Help/qbpos_customers/cust_emailing.htm Normal file
View File

@@ -0,0 +1,69 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>E-Mailing a Customer</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
ol.hcp2 { list-style:decimal; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">E-mail a Customer</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail a Document</a> <span class="hcp1">|</span> <a href="../qbpos_help_and_support/help_emailfaq.htm">E-mail FAQs</a> <span class="hcp1">|</span> <a href="../qbposimp/export_datawizard.htm">Export Data</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">You can quickly send an e-mail to a customer, provided you have entered their e-mail address on the customer record and have a <a href="../qbpos_basic_procedures/basic_windows_emailclient.htm">default Windows e-mail client</a> set up.</p>
<p class="Help-Text">If you wish to attach a Point of Sale document to the e-mail, use the <a href="../qbpos_basic_procedures/basic_email_documents.htm">e-mailing a document</a> procedure instead.</p>
<p class="Help-Info-Line">To send e-mail to a customer:</p>
<ol class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Select the customer record in your customer list and, if not already showing, click the Details button.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Open the Contact Info section.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click the e-mail address link (blue text).</p>
</li>
</ol>
<p class="Help-Indent">Your default e-mail client opens with the customer's address pre-filled.</p>
<ol start="3" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Add a subject line and body text to the e-mail.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <span style="font-weight: bold;">Send</span>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Point of Sale can also create targeted customer lists for use in e-mail marketing campaigns you do through a third-party service providers. <a href="cust_email_mktg.htm">Learn more</a>.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_officeintegration.htm">Office Integration</a></p>
</body>
</html>

100
QB_Help_Web/POS_Help/qbpos_customers/cust_mergeduplicates.htm Normal file
View File

@@ -0,0 +1,100 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Merge Customer Records</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
span.hcp2 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Merge Customer Records</p>
<p class="Help-Text"><a href="cust909.htm">Delete a Customer</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="cust905.htm">Edit a Customer</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="customersoverview.htm">Customers Overview</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">Occasionally, you may find that a customer has been entered twice in your customer list. This might happen, for example, if an associate spells the name slightly different when looking up the customer, and believing the customer isnt in the list, adds them again with the different spelling. Merging the customer records combines the sales history of the two records into a single record and then deletes the other.</p>
<p class="Help-Text">If you are integrated with QuickBooks Desktop financial software, you will be prompted to delete the duplicate record in QuickBooks Desktop as well.</p>
<p class="Help-Text">(Pro) This feature is available at Headquarters only.</p>
<p class="Help-Info-Line">To merge customer records:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">In your Point of Sale customer list, select one or both of the customer records you wish to merge. <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic_list_multiselect.htm.htm');return false;">How do I select multiple records in my list?</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">Merge</font> from the I Want To menu.</p>
</li>
</ol>
<p class="Help-Indent">The Merge Customers window opens with the pre-selected customer(s) listed.</p>
<p class="Help-Text" style="margin-left: 22.50pt;"><img src="../image/customer_merge.gif" alt="Merge Customers window" title="Merge Customers window" width="360" height="269" border="0"></p>
<ol start="3">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Review the customers and make changes as necessary:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">To add or change a customer, use the drop-down lists to select or <a href="../qbpos_basic_procedures/navigation_find/basic_find_customer.htm">search</a> for the customer.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">Ensure the customer record you want to keep is displayed on the left side of the window. You can reverse positions of the records (which to keep and which to remove) by selecting the <span class="hcp2">Swap</span> button located between them.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">If you are integrated with QuickBooks Desktop financial software, the name(s) as shown in your QuickBooks Desktop customer list are shown to help verify you have the correct customers selected.</p>
</li>
</ul>
<ol start="4">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">Merge Customers</font>.</p>
</li>
</ol>
<p class="Help-Indent">If the customer being removed has a sales history, a listing of the number of sales receipts and customers orders to be updated is displayed. The customer on these documents will be replaced by the customer you selected to keep. <a href="../qbpos_basic_procedures/basic_merge_docsaffected.htm">Tell me more</a>.</p>
<ol start="5">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp2">Merge Customers</span>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">If prompted, specify if you want to delete the duplicate from your QuickBooks Desktop financial software as well. See notes below for more information.</p>
</li>
</ol>
<p class="Help-Indent">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If selected, the deletion in QuickBooks Desktop will occur with the next Financial Exchange. If the customer to be deleted has a transaction history in QuickBooks Desktop, the customer is made inactive instead of being deleted. If the customer is not deleted or made inactive in QuickBooks Desktop, it will be re-created in Point of Sale with the next Financial Exchange.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Updated documents resulting from a merge in Point of Sale are not resent to QuickBooks Desktop and the customer records in QuickBooks Desktop are not merged. However, all new transactions will be recorded in QuickBooks Desktop for the customer you selected to keep.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_qb_data_exchange/qbfs_customers.htm">How customer records are exchanged with QuickBooks Desktop</a></p>
<script type="text/javascript" language="JavaScript1.2">
//<![CDATA[
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
FilePopupInit('a1');
//]]>
</script>
</body>
</html>

89
QB_Help_Web/POS_Help/qbpos_customers/cust_pastdueacct.htm Normal file
View File

@@ -0,0 +1,89 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Past Due Customer Accounts</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
span.hcp2 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Past Due Customer Accounts</p>
<p class="Help-Text"><a href="cust911.htm">Account Overview</a> <span class="hcp1">|</span> <a href="../qbpos_recording_sales_and_returns/receipt_payment_acctcharge.htm">Charges to Account</a> <span class="hcp1">|</span> <a href="../qbpos_recording_sales_and_returns/receipt_payment_poa.htm">Payments on Account</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">If you are integrated with QuickBooks Desktop financial software and offer customer charge accounts, Point of Sale can let you know when a customers account is past due and block additional charges to the account. By default, the alerts and blocking of additional charges takes effect when an account is past due by 30 days. You can turn off blocking or change the past due period to 60 or 90 days in <a href="../qbpos_company_preferences/companyprefs_tendering.htm">company preferences</a>.</p>
<p class="Help-Text">The past due amount and periods are based on your QuickBooks Desktop financial software settings and are received from QuickBooks Desktop during Financial Exchanges.</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">Setting Account Aging Preferences in QuickBooks Desktop Financial Software <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" style="border: none;" width="11" height="11" border="0"></a></p>
<div class="droptext" id="POPUP248793256" style="display: none;">
<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
<col style="width: 100%;">
<tr style="vertical-align: top;">
<td style="width: 100%; padding-right: 10px; padding-left: 10px;">
<p>There are two settings in QuickBooks that control how past due amounts are calculated and then displayed in Point of Sale:</p>
<p><span class="hcp2">Customer Terms:</span> &#160;The terms you associate with a customer or with customer invoices in QuickBooks determines the payment due dates.</p>
<p>If no terms are set, the due dates for transactions are the same as the transaction (sale) dates.</p>
<p><span class="hcp2">Accounts Receivable Aging Report Preference</span>: Determines if past due aging is based on the payment due date or the transaction date.</p>
<p>Edit this report preference in QuickBooks by selecting <span class="hcp2">Preferences</span> from the Edit menu. Then, on the left select <span class="hcp2">Reports and Graphs</span>. On the Company Preferences tab, make a selection in the <span class="hcp2">Aging Reports</span> area.</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">With the past due preference turned on and when a sale is made to a customer with a past due account, Point of Sale displays the past due alert and amount on the sales receipt and payment window. This reminds the cashier to request a payment on account or alerts them to follow other store policies, such as not giving discounts to past due customers.</p>
<p class="Help-Text">If requiring employee logins, the ability to allow an additional charge under this circumstance is controlled by the logged-in employee's security rights. If not requiring logins, the cashier is alerted but can still allow the new charge.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If the cashier doesn't have rights to accept a new charge, the <a href="../qbpos_secadmin/secadmin_mgr_override.htm">manager override</a> option is displayed. This allows a store manager, with adequate rights, to exercise their discretion in allowing the new charge.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The past due amount is displayed with other account information on the customer record, is available to <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">add as a column</a> to your customer list and on customer reports, and is included on the customer's printed receipt.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you take a payment on account, the past due and account balance amounts and status are immediately updated in Point of Sale and synchronized with QuickBooks Desktop with the next financial exchange.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">In a multi-store configuration, payments on customer accounts at a remote store aren't reflected at Headquarters or other stores until after the next Store Exchange.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You can <a href="../qbpos_basic_procedures/basic_write_letters.htm">write letters</a> to customers with past due accounts from Point of Sale. A "Past Due" letter template is included and the past due amount field is available to add to letter templates you create. Additional letter templates may be available within your QuickBooks Desktop financial software.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_qb_data_exchange/qbfs_poa.htm">How account information is exchanged with QuickBooks Desktop</a></p>
<div style="width: 100%; position: relative;" id="footer">
<p>&#160;</p>
<p class="Help-Note" style="background-color: #f5f5f5;"> &#160;Additional online resources. Internet connection required.</p>
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
</div>
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
TextPopupInit('a1','POPUP248793256');
//]]></script>
</body>
</html>

145
QB_Help_Web/POS_Help/qbpos_customers/cust_ratings.htm Normal file
View File

@@ -0,0 +1,145 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Customer Ratings</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
img.hcp1 { border:none; }
td.hcp2 { text-align:center;
padding-left:2px;
padding-top:2px;
padding-right:2px;
padding-bottom:2px; }
b.hcp3 { font-weight:bold; }
td.hcp4 { padding-left:2px;
padding-top:2px;
padding-right:2px;
padding-bottom:2px; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Customer Ratings</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"><a href="cust910.htm">View Customer Purchase History</a> &#160;</p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">Customer ratings provide a graphical ranking of your customers based on profit realized or total dollar sales volume over a specified time period.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Turning on Customer Ratings</p>
<p class="Help-Text">You can turn on/off customer ratings and specify the performance criteria and time period on the Ratings &amp; Trends page of <a href="../qbpos_company_preferences/companyprefs_ratings.htm">company preferences</a>. Only the Server Workstation can change the ratings preferences.</p>
<p class="Help-Text">Ratings are displayed in the Statistics section of the customer form. In addition to the graphical rating, other statistics are provided for the customer, such as the last sale date and total sales, returns, and discount amounts. You can customize your customer list <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">columns</a> to view the graphical ratings directly in the list.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;&#160;&#160;&#160;<img src="../image/customer_ratings.gif" alt="" width="169" height="126" border="0" class="hcp1"></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">About Customer Ratings</p>
<p class="Help-Text">Customer ratings use a familiar five star system, reflecting the performance of the customer over the specified time period. Each star represents 20% of the range between the highest and lowest values for your customers.</p>
<p class="Help-Text">For example, if ranking by sales volume and the range of customer purchases for the period is from $1 to $100, customers buying from $1 and $20 would receive 1 star, buying $21-40 is rated two stars, etc., up to a five-star rating for purchases of $81-100. In theory, all of your customers could be five-star performers.</p>
<p class="Help-Text">&#160;</p>
<table tag="2" style="border-collapse: separate; border-collapse: separate;" cellspacing="1" border="1">
<col>
<col width="178">
<tr>
<td width="65" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text" style="font-size: 8pt;"><b class="hcp3">Rating</b></p>
</td>
<td width="178" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text" style="font-size: 8pt;"><b class="hcp3">Description</b></p>
</td>
</tr>
<tr>
<td width="65" class="hcp2">
<p><img src="../image/5_stars.gif" alt="" width="64" height="16" border="0" class="hcp1"></p>
</td>
<td width="178" class="hcp4">
<p class="Help-Text" style="font-size: 8pt;">5 Stars (81st - 100th percentile)</p>
</td>
</tr>
<tr>
<td width="65" class="hcp2">
<p><img src="../image/4_stars.gif" alt="" width="64" height="16" border="0" class="hcp1"></p>
</td>
<td width="178" class="hcp4">
<p class="Help-Text" style="font-size: 8pt;">4 Stars (61st - 80th percentile)</p>
</td>
</tr>
<tr>
<td width="65" class="hcp2">
<p><img src="../image/3_stars.gif" alt="" width="64" height="16" border="0" class="hcp1"></p>
</td>
<td width="178" class="hcp4">
<p class="Help-Text" style="font-size: 8pt;">3 Stars (41st - 60th percentile)</p>
</td>
</tr>
<tr>
<td width="65" class="hcp2">
<p><img src="../image/2_stars.gif" alt="" width="64" height="16" border="0" class="hcp1"></p>
</td>
<td width="178" class="hcp4">
<p class="Help-Text" style="font-size: 8pt;">2 Stars (21st - 40th percentile)</p>
</td>
</tr>
<tr>
<td width="65" class="hcp2">
<p><img src="../image/1_stars.gif" alt="" width="64" height="16" border="0" class="hcp1"></p>
</td>
<td width="178" class="hcp4">
<p class="Help-Text" style="font-size: 8pt;">1 Star (0 - 20th percentile)</p>
</td>
</tr>
<tr>
<td width="65" class="hcp2">
<p><img src="../image/0_stars.gif" alt="" width="64" height="16" border="0" class="hcp1"></p>
</td>
<td width="178" class="hcp4">
<p class="Help-Text" style="font-size: 8pt;">0 Stars (No purchase this period)</p>
</td>
</tr>
<tr>
<td width="65" class="hcp2">
<p><img src="../image/question_marks.gif" alt="image\question_marks.gif" title="image\question_marks.gif" width="64" height="16" border="0"></p>
</td>
<td width="178" class="hcp4">
<p class="Help-Text" style="font-size: 8pt;">No purchase ever</p>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The rating period can be set from 1 to 999 days.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Ratings are updated at least once a day (on program startup or automatically between 1 am and 5 am if your computer is left running). Ratings are not updated real-time with the current days.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The ability to view customer ratings can be controlled by a <a href="../qbpos_secadmin/secadmin01.htm#secadmin_midtopic_09">security right</a>.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(Pro) Ratings are calculated at Headquarters only and reflect sales at all stores. They are sent to remote stores where they can be viewed.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="cust_rewards_oview.htm">Customer Rewards Program</a></p>
<p class="Help-Text">&#160;</p>
</body>
</html>

62
QB_Help_Web/POS_Help/qbpos_customers/cust_resolveduplicates.htm Normal file
View File

@@ -0,0 +1,62 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>cust_resolveduplicates</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Resolving Duplicate Customer Names</p>
<p class="Help-Text">Link 1 <span class="hcp1">|</span> Link 2 <span class="hcp1">|</span> Link 3</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">This new topic is under development. This paragraph will be a short overview of the feature or task, answering questions such as what is it, and when, why, and where do you use it.</p>
<p class="Help-Info-Line">To do this task:</p>
<ol style="list-style: decimal;">
<li class="p-Help-Steps">
<p class="Help-Steps">First step</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Second step</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Third step</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Note 1 - preferences or alternate way to complete?</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Note 2 - Multi-Store considerations?</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Note 3 - Financial exchange considerations?</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text">Link 4</p>
<p class="Help-Text">Link 5</p>
</body>
</html>

76
QB_Help_Web/POS_Help/qbpos_customers/cust_rewards_changeexistingrewards.htm Normal file
View File

@@ -0,0 +1,76 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Reward Change: Keep Existing Rewards?</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
span.hcp2 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Reward Change: Keep Existing Rewards?</p>
<p class="Help-Text"><a href="cust_rewards_modify.htm">Modify your Reward Program</a> <span class="hcp1">|</span> <a href="cust_rewards_manager.htm">Reward Manager</a> <span class="hcp1">|</span> <a href="cust_rewards_oview.htm">Overview</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Note"><span class="hcp2">Note:</span> This topic applies to the Reward Setup Changed wizard, displayed to help you make selections and confirm changes to your reward program.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Some changes to your reward program, such as changes to the purchase tracking period or the purchase threshold, can affect rewards that have already been earned by your customers. You tell Point of Sale on this page what to do with these existing rewards.</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">Example <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" style="border: none;" width="11" height="11" border="0"></a></p>
<div class="droptext" id="POPUP300682368" style="display: none;">
<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
<col style="width: 100%;">
<tr style="vertical-align: top;">
<td style="width: 100%; padding-right: 10px; padding-left: 10px;">
<p>The initial purchase tracking period for your program was 12/01/2006 through 12/31/2007. You make a change to the start date to 01/01/2007.</p>
<p>Some customers have earned rewards, which they have not yet redeemed, based on purchases made in December 2006. Under your new program criteria, these purchases would not have qualified the customer for a reward.</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Info-Line">Your choices on this page are:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp2">Keep all existing rewards.</span> The affected rewards remain available for customers to redeem, subject to the previous expiration date. Only future rewards will be based on your new criteria.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp2">Discard and recalculate all rewards.</span> All unredeemed rewards are cleared; and customer purchase balances towards rewards are recalculated based on your new criteria. Some of the discarded rewards may be reinstated if they qualify by the new criteria.</p>
</li>
</ul>
<div style="width: 100%; position: relative;" id="footer"><script language="JavaScript1.2" src="../qbpos.js" type="text/javascript">
</script>
<p class="Help-Text">&#160;</p>
<p class="Help-Note" style="background-color: #f5f5f5;"><img src="../image/lightningbolt_shg.gif" alt="image\lightningbolt_shg.gif" title="image\lightningbolt_shg.gif" width="9" height="15" border="0"> Additional online resources. Internet connection required.</p>
<p class="Help-Text" style="margin-left: 12px;"><a href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
<p class="Help-Text" style="margin-left: 12px;"><a href="qbpos:/command.html.viewinbrowser?IPDContent=55">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
<p class="Help-Text" id="FeedbackID" style="margin-left: 12px; margin-top: 8pt; font-weight: normal;"><span class="hcp2">Help us help you</span>. &#160;Did the information in this topic answer your question?</p>
<p class="Help-Text" id="ButtonID" style="margin-left: 24px;"><a href="javascript:FeedbackPressYes()"><img src="../image/yes_button.gif" alt="image\yes_button.gif" title="image\yes_button.gif" width="32" height="20" border="0"></a> &#160;&#160;<a href="javascript:FeedbackPressNo()"><img src="../image/no_button.gif" alt="image\no_button.gif" title="image\no_button.gif" width="32" height="20" border="0"></a></p>
<p class="Help-Text">&#160;</p>
</div>
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
TextPopupInit('a1','POPUP300682368');
//]]></script>
</body>
</html>

51
QB_Help_Web/POS_Help/qbpos_customers/cust_rewards_changesummary.htm Normal file
View File

@@ -0,0 +1,51 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Reward Change: Summary</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
span.hcp2 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Reward Change: Summary</p>
<p class="Help-Text"><a href="cust_rewards_modify.htm">Modify your Reward Program</a> <span class="hcp1">|</span> <a href="cust_rewards_manager.htm">Reward Manager</a> <span class="hcp1">|</span> <a href="cust_rewards_oview.htm">Overview</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Note"><span class="hcp2">Note:</span> This topic applies to the Summary page of the Reward Setup Changed wizard, displayed to confirm changes to your reward program.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">This page summarizes the changes you have made to your reward program and includes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The new reward criteria for your review</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">A list of the number of rewards that may be removed and/or issued as a result of the changes</p>
</li>
</ul>
<p class="Help-Text">Review this information carefully, taking reward program <a href="qbpos:helppopup.5514">legal considerations</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"> in your area into account.</p>
<p class="Help-Text">To revise your changes, select <span class="hcp2">Previous</span> and make changes on the previous pages. Or, select <span class="hcp2">Cancel</span> to discard all program changes.</p>
<p class="Help-Text">If you are satisfied with the changes, select <span class="hcp2">Finish</span>. Point of Sale makes necessary recalculations and updates customer records with the results.</p>
</body>
</html>

69
QB_Help_Web/POS_Help/qbpos_customers/cust_rewards_changetracking.htm Normal file
View File

@@ -0,0 +1,69 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Reward Change: Purchase Tracking Amounts</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
span.hcp2 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Reward Change: Purchase Tracking Amounts</p>
<p class="Help-Text"><a href="cust_rewards_modify.htm">Modify your Reward Program</a> <span class="hcp1">|</span> <a href="cust_rewards_manager.htm">Reward Manager</a> <span class="hcp1">|</span> <a href="cust_rewards_oview.htm">Overview</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Note"><span class="hcp2">Note:</span> This topic applies to the Reward Setup Changed wizard, displayed to help you make selections and confirm changes to your reward program.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">When you make changes to your program's purchase tracking period, you may affect the current purchase balances towards rewards your customer's have accumulated. Tell Point of Sale how to handle the affected balances on this page.</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">Example <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" style="border: none;" width="11" height="11" border="0"></a></p>
<div class="droptext" id="POPUP254553881" style="display: none;">
<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
<col style="width: 100%;">
<tr style="vertical-align: top;">
<td style="width: 100%; padding-right: 10px; padding-left: 10px;">
<p>The initial purchase tracking period for your program was 12/01/2006 through 12/31/2007. You make a change to the start date to 01/01/2007.</p>
<p>Some customers have accumulated purchase balances towards future rewards partially based on purchases made in December 2006. These purchases would not be counted with your new program criteria.</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Info-Line">Your choices on this page are:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp2">Keep current amounts</span>. The current purchase tracking balances for all customers will remain as they are and continue accumulating toward future rewards.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp2">Adjust amounts based on new tracking period</span>. All customer's purchase balances will be recalculated based on the new program criteria. Purchases previously counted may be removed; purchases not previously counted may now qualifybased on the change you have made. New rewards may be created as a result.</p>
</li>
</ul>
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
TextPopupInit('a1','POPUP254553881');
//]]></script>
</body>
</html>

159
QB_Help_Web/POS_Help/qbpos_customers/cust_rewards_manager.htm Normal file
View File

@@ -0,0 +1,159 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Reward Manager</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
img.hcp1 { border:none; }
table.hcp2 { vertical-align:top; }
tr.hcp3 { vertical-align:top; }
td.hcp4 { padding-right:10px;
padding-left:10px; }
span.hcp5 { font-weight:bold; }
ol.hcp6 { list-style:decimal; }
img.hcp7 { border:none;
margin-left:4px;
margin-right:4px;
margin-top:4px;
margin-bottom:4px; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Reward Manager</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a5">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="cust_rewards_oview.htm">Rewards Program Overview</a></p>
<div class="droptext" id="POPUP295393767" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="cust_rewards_modify.htm">Modify my rewards program?</a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="../qbpos_recording_sales_and_returns/receipt_redeem_reward.htm">Redeem a reward?</a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="cust_rewards_track.htm">Track earned rewards?</a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="cust_rewards_manual.htm">Manually issue or cancel a reward?</a></p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<div style="float: none;">
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Text">All settings for your Customer Rewards program are controlled through the Reward Manager.</p>
<p class="Help-Text"><a href="cust_mergeduplicates.htm">Legal Considerations for a Rewards Program</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">Reward Program Terminology <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>
<div class="droptext" id="POPUP252232072" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><span class="hcp5">Reward Manager:</span> Point of Sale program window where you define the parameters of your Rewards program.</p>
<p><span class="hcp5">Rewards Member:</span> Any customer that has been enrolled as a member in your program. Point of Sale automatically tracks reward members purchases and rewards.</p>
<p><span class="hcp5">Purchase Threshold:</span> The amount a customer must purchase during the purchase tracking period to earn a reward. Another reward is earned each time the customer purchases reach this amount.</p>
<p><span class="hcp5">Purchase Tracking Period:</span> Time period within which purchases must be made to qualify for rewards. Specify a start and end date; or leave end date open-ended.</p>
<p><span class="hcp5">Reward Amount:</span> The reward value earned when a customer meets the purchase threshold. This can be defined as a dollar amount or as a percentage off a future purchase.</p>
<p><span class="hcp5">Reward Expiration:</span> (Optional) Specifies how long a reward is valid for redemption. Measured from the earned date, adjusted for a reward blocking period if used (see below).</p>
<p><span class="hcp5">Earned Reward:</span> Pending reward that has been earned but not yet redeemed.</p>
<p><span class="hcp5">Purchase Balance:</span> A customers current sales accumulation toward earning the next reward.</p>
<p><span class="hcp5">Reward Redemption:</span> The act of applying a customer reward to discount a new purchase.</p>
<p><span class="hcp5">Redemption Blocking Period:</span> Period after the qualifying sale in which redemption of an earned reward is not allowed. This can be set to the length of your return policy to help avoid returns of items for which a customer has already earned and redeemed a reward.</p>
<p><span class="hcp5">Qualifying Purchases/Redemptions:</span> The list of items whose purchase qualifies toward earning a reward and/or that qualifies for reward redemption. To qualify, items must be purchased within the purchase tracking period. The return of a qualifying item reduces the customers current purchase balance.</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Info-Line">To define your program:</p>
<ol class="hcp6">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp5">Rewards Manager</span> from the Customer menu.<img src="../image/rewards_setup.gif" alt="Reward Manager" title="Reward Manager" width="183" height="116" align="left" border="0" class="hcp7"></p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">If not already set, select <span class="hcp5">Turn Tracking ON</span>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Enter an amount for the <span class="hcp5">Purchase Threshold</span>. This is the amount a customer must spend in your store to earn a reward.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Specify the <span class="hcp5">Reward Amount</span> (dollar amount or percentage) and then select <span class="hcp5">$ off</span> or <span class="hcp5">% off</span> from the drop-down list.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">(Optional) Select a <span class="hcp5">Reward Expiration</span> period.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Specify the <span class="hcp5">Purchase Tracking Period</span>.</p>
</li>
</ol>
<p class="Help-Indent" style="margin-left: 27px;">You must enter a Start date; the End date is optional. To leave the program open-ended, select the <span class="hcp5">No End Date</span> check box. All qualifying items purchased during this period accumulate towards earning rewards.</p>
<ol start="7" class="hcp6">
<li class="p-Help-Steps">
<p class="Help-Steps">In the Rewards Options area, make selections for how you wish to enroll members, be alerted when rewards are earned, and set a redemption blocking period.</p>
</li>
</ol>
<p class="Help-Indent"><img src="../image/reward_options.gif" alt="Reward Manager" usemap="#MAP178968443" title="Reward Manager" width="283" height="101" border="0" class="hcp7"> <map name="MAP178968443" id="MAP178968443">
<area shape="rect" coords="232, 83, 281, 96" href="qbpos:helppopup.5507" alt=""></map></p>
<p class="Help-Indent">If you enter a redemption blocking period, the entered number of days will be added to the reward expiration date. Example: With a 30-day expiration date, and a 10-day blocking period, the reward will expire 40 days after the purchase date.</p>
<ol start="8" class="hcp6">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp5">Save</span>.</p>
</li>
</ol>
<p class="Help-Text">If you get the Reward Change dialog, click <span class="hcp5">OK</span> to close it. This dialog is displayed anytime you modify your rewards program, to alert you to potential effects the change may have on current and future rewards.</p>
<p class="Help-Info-Line">Other tasks/information available from Reward Manager:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp5">Reward Program Status</span>: Displays the total value of rewards redeemed under your program, and options to turn the program on/off and to view reward reports (<span class="hcp5">Member List</span> and <span class="hcp5">Redemption History</span>).</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp5">I Want To menu</span>: This menu includes two powerful options:</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp5">Enroll All Customers in Rewards Program</span>. All existing customers are enrolled in the program. Customers you add later are not enrolled unless you also select <span class="hcp5">Automatically enroll new customers</span> in the Rewards Options area.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp5">Clear All Rewards</span>. Removes all existing earned rewards from all customers. Current purchase tracking balances are not affected.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="cust_rewards_modify.htm">Modify your Rewards Program</a></p>
<p class="Help-Text"><a href="cust_ID_cards.htm">Use Customer IDs and Cards</a></p>
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
TextPopupInit('a5','POPUP295393767');
TextPopupInit('a2','POPUP252232072');
//]]></script>
</body>
</html>

71
QB_Help_Web/POS_Help/qbpos_customers/cust_rewards_manual.htm Normal file
View File

@@ -0,0 +1,71 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Manually Issuing or Canceling a Reward</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
img.hcp1 { border:none; }
ol.hcp2 { list-style:decimal; }
span.hcp3 { font-weight:bold; }
span.hcp4 { font-style:italic; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Manually Issuing or Canceling a Reward</p>
<p class="Help-Text"><a href="cust_rewards_oview.htm">Rewards Program Overview</a> <span style="color: #c0c0c0;">|</span> <a href="cust_mergeduplicates.htm">Legal Considerations</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></p>
<div style="float: none;">
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Text">You can manually issue or cancel a previously issued customer reward if necessary.</p>
<p class="Help-Info-Line">To do this task:</p>
<ol class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Open the customer record in edit mode and navigate to the Rewards section.</p>
</li>
</ol>
<p class="Help-Indent">A list of the customer's current rewards is displayed.</p>
<ol start="2" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">To issue a reward, click <span class="hcp3">New</span>. When prompted, indicate if you want to reset the customer's purchase balance toward their next reward to zero (0).</p>
</li>
</ol>
<p class="Help-Indent" style="font-weight: bold;">OR</p>
<p class="Help-Indent">To cancel a reward, select the reward in the list and then click <span class="hcp3">Remove</span>. Select <span class="hcp3">Yes</span> in the confirmation dialog.</p>
<ol start="3" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Click <span class="hcp3">Save</span>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The customer's future purchases will continue to accumulate toward a future reward unless you clear the <span class="hcp3">Rewards Member</span> check box.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The <a href="cust_mergeduplicates.htm">Reward Reason</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"> will be prefilled with <span class="hcp4">Manually Issued</span> or <span class="hcp4">Manually Removed</span>.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_recording_sales_and_returns/receipt_redeem_reward.htm">Redeem a Reward</a></p>
</body>
</html>

96
QB_Help_Web/POS_Help/qbpos_customers/cust_rewards_modify.htm Normal file
View File

@@ -0,0 +1,96 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Modify Your Rewards Program</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
img.hcp1 { border:none; }
ol.hcp2 { list-style:decimal; }
span.hcp3 { font-weight:bold; }
p.hcp4 { font-weight:normal; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Modify Your Rewards Program</p>
<p class="Help-Text"><a href="cust_rewards_manager.htm">Reward Manager</a> <span style="color: #c0c0c0;">|</span> <a href="cust_rewards_oview.htm">Reward Program Overview</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Text">You can modify your reward program at anytime. But we recommend you do so with great care and take into account the <a href="cust_mergeduplicates.htm">Legal Considerations for a Rewards Program</a>.<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"> Some modifications may cause previously earned rewards to be lost or result in the creation of new rewards that didn't previously exist.</p>
<p class="Help-Text">The terms and conditions you set for your program, and communicate to your customers, should clearly spell out the reward program parameters, but just as importantly, should specify under which conditions the program can be revised, how revisions affect the status of current members and rewards, and how the changes are to be communicated (be sure to adhere to all local regulations).</p>
<p class="Help-Text">Program changes are made from the Reward Manager. Point of Sale will summarize how proposed changes will affect your program, including the number of rewards that may be removed or created, before implementing the changes.</p>
<p class="Help-Info-Line">To modify your rewards program:</p>
<ol class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">From the Customer menu, select <span class="hcp3">Reward Manager</span>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Make changes as necessary to the program parameters.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp3">Save</span>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Depending on changes you make, you may be asked how you want to handle the following. Select <span class="hcp3">Help</span> on the Reward Setup Change dialog to learn more about how these choices affect your program. <a class="dropspot" href="javascript:TextPopup(this)" id="a1">Example <img src="../image/expand_icon.GIF" alt="Clcik to expand/collapse topic" title="Clcik to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP294507220" style="display: none;">
<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
<col style="width: 100%;">
<tr style="vertical-align: top;">
<td style="width: 100%; padding-right: 10px; padding-left: 10px;">
<p>You set up your reward program on an annual basis as follows:</p>
<p><span class="hcp3">Purchase Tracking Dates</span>: &#160;1/1 - 12/31 in the current year</p>
<p><span class="hcp3">Purchase Threshold</span>: &#160;$300</p>
<p><span class="hcp3">Reward</span>: &#160;$20 off future purchase, good for 60 days</p>
<p class="hcp4">When the current year ends, you modify the tracking dates of the program to be 1/1 - 12/31 of the new year. Point of Sale is going to ask you how to handle existing rewards and how to handle the current customer purchase balances.</p>
<p class="hcp4">In this case, you would probably choose to <span class="hcp3">keep existing rewards</span>. Customers that have earned them have until the expiration date to redeem them. But, when prompted about the current customer purchase tracking balances you would probably choose to <span class="hcp3">adjust amounts based on the new tracking period</span>, resetting all customer balances to zero to start the new rewards year.</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div></li>
</ol>
<ul style="list-style: disc;">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp3">Existing Rewards</span>. Do you want to remove any earned, but not yet redeemed, rewards or keep them.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp3">Current Purchase Tracking Balances</span>. Again, do you want to maintain the current balances or recalculate them based on your new reward criteria?</p>
</li>
</ul>
<p class="Help-Indent">Based on your answers, Point of Sale will display the Reward Change summary page.</p>
<ol start="5" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp3">Finish</span> to make the changes, or <span class="hcp3">Cancel</span> to leave your program unchanged.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp3">Note</span>: You can also choose <span class="hcp3">Previous</span> and change your choices to see how that affects your program.</p>
<p class="Help-Text">&#160;</p>
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
TextPopupInit('a1','POPUP294507220');
//]]></script>
</body>
</html>

263
QB_Help_Web/POS_Help/qbpos_customers/cust_rewards_oview.htm Normal file
View File

@@ -0,0 +1,263 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Customer Rewards Program Overview</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css"><object id="hhctrl" classid="clsid:ADB880A6-D8FF-11CF-9377-00AA003B7A11" width="0" height="0" vspace="0" hspace="0" border="0" type="application/x-oleobject"></object>
<style title="hcp" type="text/css">
<!--
img.hcp1 { border:none; }
span.hcp2 { color:#c0c0c0; }
table.hcp3 { vertical-align:top; }
tr.hcp4 { vertical-align:top; }
td.hcp5 { padding-right:10px;
padding-left:10px; }
td.hcp6 { border-right:Solid 1px #808080;
padding-right:10px;
padding-left:10px;
border-bottom-style:Solid;
border-bottom-width:3px; }
p.hcp7 { font-weight:bold; }
td.hcp8 { border-right:Solid 1px #808080;
border-bottom:Solid 1px #808080;
padding-right:10px;
padding-left:10px; }
p.hcp9 { text-align:center; }
td.hcp10 { border-bottom:Solid 1px #808080;
padding-right:10px;
padding-left:10px; }
td.hcp11 { border-right:Solid 1px #808080;
padding-right:10px;
padding-left:10px; }
span.hcp12 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Customer Rewards Program Overview &#160;</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a5">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 class="hcp2">|</span> <a href="cust_rewards_manager.htm">Reward Manager</a> <span class="hcp2">|</span> <a href="../qbpos_recording_sales_and_returns/receipt_redeem_reward.htm">Redeem Rewards</a></p>
<div class="droptext" id="POPUP293248417" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
<col style="width: 100%;">
<tr class="hcp4">
<td style="width:100%;" class="hcp5">
<p><a href="cust_rewards_manager.htm">Set up my Rewards Program</a></p>
<p><a href="cust_rewards_modify.htm">Modify my program</a></p>
<p><a href="../qbpos_recording_sales_and_returns/receipt_redeem_reward.htm">Redeem a reward</a></p>
<p><a href="cust_rewards_track.htm">Track earned rewards</a></p>
<p><a href="cust_rewards_manual.htm">Manually issue or cancel a reward</a></p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Text">Many retailers offer incentives to repeat customers, based upon their spending level. Also referred to as a Customer Loyalty program, this can be a very effective tool for maintaining and expanding your customer base.</p>
<p class="Help-Text">You define the parameters of your rewards program in the Reward Manager, available from the Customers menu. Customers can be added to the program automatically or selectively as you make sales (or on their customer record).</p>
<p class="Help-Text"><img src="../image/POS_RewardsIcon_20x20.bmp" alt="" style="border: none; margin-bottom: -6px;" width="20" height="20" border="0"> Members are indicated by the rewards program icon in various places in the program.<img src="../image/reward_rcpt_reminder.gif" alt="Printed receipt rewards reminder" title="Printed receipt rewards reminder" style="border: none; margin-right: 0px; margin-left: 10px; margin-top: 10px; margin-bottom: 10px;" width="235" height="244" align="right" border="0"></p>
<p class="Help-Text">Point of Sale tracks purchases for each program member and alerts the cashier when a reward is earned or when a reward is available for redemption. Merchandise returns are subtracted from the current purchase tracking balance.</p>
<p class="Help-Text">Rewards earned and rewards redeemed are printed on customer receipts, as is the spending amount needed to qualify for the next reward.</p>
<p class="Help-Text">Reward redemption reports are available for tracking purposes. Reward discounts are also added to the item grid of saved receipts for later viewing.</p>
<p class="Help-Text">If you are requiring employees to log in, security rights control access to the Rewards Manager and to redemption reports.</p>
<p class="Help-Text">In a multiple store configuration, all stores share a single reward program, which can be defined only at Headquarters. Customer purchases and redemptions made at any store are updated to Headquarters with each Store Exchange and the updated information sent back out to remote stores. <a class="popupspot" href="JavaScript:hhctrl.TextPopup('Be aware that there is a potential for inaccurate purchase tracking and fraud by customers making purchases and redeeming rewards at multiple stores within the same day. Maintaining a regular, daily cycle of Store Exchanges can help reduce this potential.','Arial,12',10,10,0x0000ff,0xc0ffff)">Important Note</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></p>
<p class="Help-Info-Line">What would you like to know more about?</p>
<p class="Help-Text"><a href="cust_mergeduplicates.htm">Legal Considerations for a Rewards Program<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">What items qualify for earning and redeeming reward? <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>
<div class="droptext" id="POPUP293016249" style="display: none;">
<table style="vertical-align: top; border-left-style: Solid; border-left-width: 1px; border-right-style: Solid; border-right-width: 1px; border-top-style: Solid; border-top-width: 1px; border-bottom-style: Solid; border-bottom-width: 1px;" cellspacing="0" bgcolor="#FFFFEC">
<col style="width: 33.333%;">
<col style="width: 33.333%;">
<col style="width: 33.333%;">
<tr class="hcp4">
<td style="width:33.333%;" bgcolor="#FFFFBB" class="hcp6">
<p class="hcp7">Item/Payment Type</p>
</td>
<td style="width:33.333%;" bgcolor="#FFFFBB" class="hcp6">
<p class="hcp7">Qualifies to Earn Reward</p>
</td>
<td style="width: 33.333%; padding-right: 10px; padding-left: 10px; border-bottom-style: Solid; border-bottom-width: 3px;" bgcolor="#FFFFBB">
<p class="hcp7">Qualifies for Redemption</p>
</td>
</tr>
<tr class="hcp4">
<td style="width:33.333%;" class="hcp8">
<p>Inventory, Service, Non-inventory, Group, Assembly</p>
</td>
<td style="width:33.333%;" class="hcp8">
<p class="hcp9">Yes</p>
</td>
<td style="width:33.333%;" class="hcp10">
<p class="hcp9">Yes</p>
</td>
</tr>
<tr class="hcp4">
<td style="width:33.333%;" class="hcp8">
<p>Sales Tax</p>
</td>
<td style="width:33.333%;" class="hcp8">
<p class="hcp9">No</p>
</td>
<td style="width:33.333%;" class="hcp10">
<p class="hcp9">No</p>
</td>
</tr>
<tr class="hcp4">
<td style="width:33.333%;" class="hcp8">
<p>Shipping Charges</p>
</td>
<td style="width:33.333%;" class="hcp8">
<p class="hcp9">No</p>
</td>
<td style="width:33.333%;" class="hcp10">
<p class="hcp9">No</p>
</td>
</tr>
<tr class="hcp4">
<td style="width:33.333%;" class="hcp8">
<p>Gift card/certificate purchase</p>
</td>
<td style="width:33.333%;" class="hcp8">
<p class="hcp9">No</p>
</td>
<td style="width:33.333%;" class="hcp10">
<p class="hcp9">No</p>
</td>
</tr>
<tr class="hcp4">
<td style="width:33.333%;" class="hcp8">
<p>Gift card/certificate redemption</p>
</td>
<td style="width:33.333%;" class="hcp8">
<p class="hcp9">No Impact</p>
</td>
<td style="width:33.333%;" class="hcp10">
<p class="hcp9">No Impact</p>
</td>
</tr>
<tr class="hcp4">
<td style="width:33.333%;" class="hcp8">
<p>Charges to customer account</p>
</td>
<td style="width:33.333%;" class="hcp8">
<p class="hcp9">No impact</p>
</td>
<td style="width:33.333%;" class="hcp10">
<p class="hcp9">No impact</p>
</td>
</tr>
<tr class="hcp4">
<td style="width:33.333%;" class="hcp11">
<p>Payments on customer account</p>
</td>
<td style="width:33.333%;" class="hcp11">
<p class="hcp9">No</p>
</td>
<td style="width:33.333%;" class="hcp5">
<p class="hcp9">No</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">Reward Program Terminology <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>
<div class="droptext" id="POPUP293016277" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
<col style="width: 100%;">
<tr class="hcp4">
<td style="width:100%;" class="hcp5">
<p><span class="hcp12">Reward Manager:</span> Point of Sale program window where you define the parameters of your Rewards program.</p>
<p><span class="hcp12">Rewards Member:</span> Any customer that has been enrolled as a member in your program. Point of Sale automatically tracks reward members purchases and rewards.</p>
<p><span class="hcp12">Purchase Threshold:</span> The amount a customer must purchase during the purchase tracking period to earn a reward. Another reward is earned each time the customer purchases reach this amount.</p>
<p><span class="hcp12">Purchase Tracking Period:</span> Time period within which purchases must be made to qualify for rewards. Specify a start and end date; or leave end date open-ended.</p>
<p><span class="hcp12">Reward Amount:</span> The reward value earned when a customer meets the purchase threshold. This can be defined as a dollar amount or as a percentage off a future purchase.</p>
<p><span class="hcp12">Reward Expiration:</span> (Optional) Specifies how long a reward is valid for redemption. Measured from the earned date, adjusted for a reward blocking period if used (see below).</p>
<p><span class="hcp12">Earned Reward:</span> Pending reward that has been earned but not yet redeemed.</p>
<p><span class="hcp12">Purchase Balance:</span> A customers current sales accumulation toward earning the next reward.</p>
<p><span class="hcp12">Reward Redemption:</span> The act of applying a customer reward to discount a new purchase.</p>
<p><span class="hcp12">Redemption Blocking Period:</span> Period after the qualifying sale in which redemption of an earned reward is not allowed. This can be set to the length of your return policy to help avoid returns of items for which a customer has already earned and redeemed a reward.</p>
<p><span class="hcp12">Qualifying Purchases/Redemptions:</span> The list of items whose purchase qualifies toward earning a reward and/or that qualifies for reward redemption. To qualify, items must be purchased within the purchase tracking period. The return of a qualifying item reduces the customers current purchase balance.</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a3">Write Letters to Rewards Members <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>
<div class="droptext" id="POPUP293019236" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
<col style="width: 100%;">
<tr class="hcp4">
<td style="width:100%;" class="hcp5">
<p>Point of Sale integration with Microsoft Office allows you to write letters to your rewards program members to remind them they have earned a reward and to reinforce the benefits of their reward membership.</p>
<p>Filter your customer list to display these members and then choose <span class="hcp12">Write Letters</span> from the I Want To menu. Select the <span class="hcp12">Customer Rewards Earned</span> template and customize as necessary.</p>
<p>Learn more about <a href="../qbpos_basic_procedures/basic_write_letters.htm">writing letters</a>.</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a4">How are rewards reflected in my QuickBooks Desktop financial software? <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>
<div class="droptext" id="POPUP293031642" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
<col style="width: 100%;">
<tr class="hcp4">
<td style="width:100%;" class="hcp5">
<p>Because no money changes hands when a reward is earned, it is a non-accounting event and has no immediate effect on your financial accounts. Likewise, the expiration or cancellation of an unredeemed reward has no effect on your financial records. Point of Sale reports can be used to track earned, but unredeemed rewards.</p>
<p>A reward redemption is a discount that is accounted for in the same manner as other <a href="../qbpos_qb_data_exchange/qbfs_salesdiscounts.htm">sales discounts</a>.</p>
<p>By default, Point of Sale sends net sales amounts to QuickBooks income accounts and doesn't account for the discount separately. However, if you elect the preference to <a href="../qbpos_company_preferences/sysprefs01.htm">send separate original and discounted values</a>, Point of Sale creates (if necessary) and reports reward discounts in the <span class="hcp12">Sales: Rewards Discounts</span> income account.</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Info-Line">To set up your Reward Program:</p>
<p class="Help-Note" style="margin-right: 9px;"><span class="hcp12">Note</span>: You must have company preference <span class="hcp12">I want to track customers</span> enabled to use a customer rewards program. You can turn this preference on the General page of company preferences (access from File menu).</p>
<p class="Help-Text">These are basic steps of a rewards program. Press F1 or select the help links on any screen for more detailed instructions for that task.</p>
<ol style="list-style: decimal;">
<li class="p-Help-Steps">
<p class="Help-Steps">From the Customers menu, select <span class="hcp12">Reward Manager</span>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Define your program (purchase amount required, reward amount or percentage off, reward expiration date, qualifying purchase dates, and other options).</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Enroll customers: You can enroll all customers, be prompted to enroll customers as sales are made, or manually enroll customers by editing their individual record.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps"><span class="hcp12">Sell and promote your program!</span> Point of Sale tracks reward purchases, and cashiers are alerted when a reward is earned and when one is available for redemption.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="cust907.htm">Use Customer IDs and Membership Cards</a></p>
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
TextPopupInit('a5','POPUP293248417');
TextPopupInit('a1','POPUP293016249');
TextPopupInit('a2','POPUP293016277');
TextPopupInit('a3','POPUP293019236');
TextPopupInit('a4','POPUP293031642');
//]]></script>
</body>
</html>

156
QB_Help_Web/POS_Help/qbpos_customers/cust_rewards_track.htm Normal file
View File

@@ -0,0 +1,156 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Track Customer Rewards</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css"><object id="hhctrl" classid="clsid:ADB880A6-D8FF-11CF-9377-00AA003B7A11" width="0" height="0" vspace="0" hspace="0" border="0" type="application/x-oleobject"></object>
<style title="hcp" type="text/css">
<!--
img.hcp1 { border:none; }
table.hcp2 { vertical-align:top; }
tr.hcp3 { vertical-align:top; }
td.hcp4 { padding-right:10px;
padding-left:10px; }
ul.hcp5 { list-style:disc; }
span.hcp6 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Track Customer Rewards</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a5">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="cust_rewards_oview.htm">Rewards Program Overview</a></p>
<div class="droptext" id="POPUP319691346" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="cust_rewards_manager.htm">Set up my rewards program?</a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="cust_rewards_modify.htm">Modify my rewards program?</a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="../qbpos_recording_sales_and_returns/receipt_redeem_reward.htm">Redeem a reward?</a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="cust_rewards_manual.htm">Manually issue or cancel a reward?</a></p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<div style="float: none;">
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Text">There are several ways to track your reward program, by individual customer or for the program as a whole.</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">Individual Customer Rewards <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>
<div class="droptext" id="POPUP320506878" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p class="Help-Text"><img src="../image/reward_custrecord.gif" alt="Customer Rewards Tab" width="420" height="168" border="0" class="hcp1"></p>
<p class="Help-Text">The Rewards tab of the customer record shows the current reward and program status of the customer.</p>
<p class="Help-Info-Line">Information and actions available include:</p>
<ul class="hcp5">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp6">Rewards Member.</span> &#160;<img src="../image/checkbox_icon.gif" alt="" width="12" height="11" border="0" class="hcp1"> Indicates customer status as a member of your program. Select or clear the check box to enroll or remove, respectively, the customer from the program.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp6">Rewards Earned</span>. A listing of <a class="popupspot" href="JavaScript:hhctrl.TextPopup('Reward has been earned, but redemption is temporarily blocked due to program settings.','Arial,10',10,10,00000000,0xc0ffff)" style="color: #008000;">pending</a> and available rewards, with issue and expiration dates. Select <span class="hcp6">Detail</span> to see how and when the reward was earned; or <span class="hcp6">Remove</span> to delete the reward.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp6">Issue New Reward</span>. Use this button to manually give the customer a new reward, which will be added to the Rewards Earned list. When selecting this option, you have the option to reset the customer's current purchase balance to zero.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp6">Participation History</span>. Includes the total of the customer's purchases and rewards redeemed during the tracking period. Select the <span class="hcp6">Print Redemption History</span> link to run a reward report specifically for this customer.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp6">Required Purchases for Next Reward</span>. Purchase amount necessary for customer to earn next reward.</p>
</li>
</ul>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">Work with Rewards Members in Your Customer List <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>
<div class="droptext" id="POPUP320630349" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p class="Help-Text">The Rewards Member column (check box: selected = member) can be added to your customer list to allow quick sorting to display all your rewards members. Once sorted and grouped, you can easily select them for group tasks, such as printing, <a href="../qbpos_basic_procedures/basic_write_letters.htm">writing letters</a>, <a href="../qbposimp/export_datawizard.htm">exporting</a> to Excel, or making <a href="cust_ID_cards.htm">Customer ID cards</a>.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><img src="../image/rewards_custlist.gif" alt="Customer List" width="431" height="99" border="0" class="hcp1"></p>
<p class="Help-Text">&#160;</p>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
</div>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a3">Reward Program Reports <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>
<div class="droptext" id="POPUP276207285" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p class="Help-Text">Reward reports allow you to view a snapshot of your entire reward program. <a href="../qbpos_reports_and_sales_charts/reports02.htm">Modify</a> the report to add/remove columns, change appearance, or filter the data to fit your needs. Once run, the reports can be viewed, printed, or <a href="../qbpos_reports_and_sales_charts/reports07.htm">exported</a> to Excel.</p>
<ul class="hcp5">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp6">Rewards Member List.</span> Listing of all members, including the total number of rewards earned, available, and redeemed, and the dollar amount of redeemed rewards.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp6">Reward History.</span> (sample shown). Detailed history, with dates, <a href="cust_mergeduplicates.htm">reason</a>, customer names, amounts, and dates of all rewards earned, pending, available, redeemed, or expired.</p>
</li>
</ul>
<p class="Help-Text"><img src="../image/reward_report_history.gif" alt="Reward History Report" width="417" height="118" border="0" class="hcp1"></p>
<p class="Help-Text">&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp5">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Reward information (other than as <a href="../qbpos_qb_data_exchange/qbfs_salesdiscounts.htm">discounts on sales</a>) is not sent to QuickBooks Desktop financial software.</p>
</li>
</ul>
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
TextPopupInit('a5','POPUP319691346');
TextPopupInit('a1','POPUP320506878');
TextPopupInit('a2','POPUP320630349');
TextPopupInit('a3','POPUP276207285');
//]]></script>
</body>
</html>

41
QB_Help_Web/POS_Help/qbpos_customers/customer_hdi.htm Normal file
View File

@@ -0,0 +1,41 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>customer_hdi</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Customers: How Do I?</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">This is a popup topic and has been hidden.</p>
<p class="Help-Main-Topic-Links"><a href="cust902.htm">Add a new customer</a></p>
<p class="Help-Main-Topic-Links"><a href="cust905.htm">Edit a customer record</a></p>
<p class="Help-Main-Topic-Links"><a href="cust907.htm">Use customer discounts and price levels</a></p>
<p class="Help-Main-Topic-Links"><a href="customers_tax.htm">Set up special customer tax handling</a></p>
<p class="Help-Main-Topic-Links"><a href="cust911.htm">Maintain customer charge accounts</a></p>
<p class="Help-Main-Topic-Links"><a href="cust936.htm">Track customers by type</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/navigation_find/basic_find_customer.htm">Locate a customer record</a></p>
<p class="Help-Main-Topic-Links"><a href="cust909.htm">Delete a customer</a></p>
<p class="Help-Main-Topic-Links"><a href="cust910.htm">View a customer's purchase history</a></p>
<p class="Help-Main-Topic-Links"><a href="cust934.htm">Print customer records</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/printing/basic_printing_shippinglabels.htm">Print mailing or shipping labels</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">Click anywhere to close this window</p>
</body>
</html>

52
QB_Help_Web/POS_Help/qbpos_customers/customer_selectfordoc.htm Normal file
View File

@@ -0,0 +1,52 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Select Customer for Sale</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
span.hcp2 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Select Customer for Sale</p>
<p class="Help-Text"><a href="../qbpos_customer_orders/custorder_overview.htm">Customer Order Overview</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="cust902.htm">Add a Customer</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Note">This information applies when coming to your customer list from a customer order to find or edit a customer.</p>
<p class="Help-Info-Line">To select and list a customer on a sales document:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Use normal sort, search, or filter procedures to <a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">locate</a> the customer in your customer list.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Double-click the customer or highlight the row and choose <span class="hcp2">S</span><font class="hcp1">elect</font> from the bottom tool bar.</p>
</li>
</ol>
<p class="Help-Bulleted" style="margin-left: 5.75pt;">While in your customer list you have complete editing abilities to add a new customer or edit an existing one. After adding or editing a customer record, choose <span class="hcp2">S</span><font class="hcp1">ave &amp; Select</font> to both save the record in your customer list and return to the order &#160;you were working on with the customer.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="cust905.htm">Edit a customer record</a></p>
<p class="Help-Main-Topic-Links"><a href="customersoverview.htm">Customers overview</a></p>
</body>
</html>

58
QB_Help_Web/POS_Help/qbpos_customers/customer_setting_account_limits.htm Normal file
View File

@@ -0,0 +1,58 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Setting Account Limits in QuickBooks Financial Software</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Setting Account Limits in QuickBooks Financial Software</p>
<p class="Help-Text"><a href="../qbpos_recording_sales_and_returns/receipt_payment_acctcharge.htm">Maintaining Customer Charge Accounts</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">A customers in-store charge account limit can be defined in Point of Sale or in your QuickBooks financial software. This procedure is for setting the limit in QuickBooks. After the next Financial Exchange, the updated account limit and available credit for the customer will be reflected in Point of Sale.</p>
<p class="Help-Info-Line">To define a customers credit limit in QuickBooks financial software:</p>
<ol>
<li class="p-Help-Text" style="font-size: 9pt;">
<p class="Help-Text">From the Customer List in your QuickBooks financial software, open the Edit Customer window for the customer for whom you would like to establish or change a credit limit.</p>
</li>
<li class="p-Help-Text" style="font-size: 9pt;">
<p class="Help-Text">Select the <font class="hcp1">Payment Info</font> tab.</p>
</li>
<li class="p-Help-Text" style="font-size: 9pt;">
<p class="Help-Text">Type in the customers credit limit.</p>
</li>
<li class="p-Help-Text" style="font-size: 9pt;">
<p class="Help-Text">Select <font class="hcp1">OK</font>.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text"><img src="../image/qb_cust_acct_limit.gif" alt="image\qb_cust_acct_limit.gif" title="image\qb_cust_acct_limit.gif" width="320" height="267" border="0"></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipt_payment_acctcharge.htm">Charging sales on account or accepting a payment on account</a></p>
<p class="Help-Text"><a href="../qbpos_qb_data_exchange/qbfs_poa.htm">How account information is exchanged with QuickBooks</a></p>
</body>
</html>

78
QB_Help_Web/POS_Help/qbpos_customers/customers_tax.htm Normal file
View File

@@ -0,0 +1,78 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Using Customer Tax Locations and the Tax-Exempt Flag</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
span.hcp2 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Using Customer Tax Locations and the Tax-Exempt Flag</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/sales_tax/basic222.htm">Sales Tax Overview</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_basic_procedures/sales_tax/basic_tax_locations.htm">Using Tax Locations</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">There are two ways You can automatically have Point of Sale collect the correct amount of sales tax on sales to customers that qualify for special tax handling.</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp1">Specify that the customer is tax-exempt.</font> This is the easiest option if sales tax is never charged on sales to the customer, such as may be the case with charitable organizations or certain re-sellers.</p>
</li>
</ul>
<p class="Help-Indent"><font style="font-style: italic;">Example:</font> The customer is from another state and your tax regulations do not require sales tax to be collected on out-of-state sales.</p>
<p class="help-indent">&#160;</p>
<p class="Help-Note" style="margin-left: 27px;">A hard-coded tax location, named <span class="hcp2">Exempt</span>, is used on sales to <a href="customers_tax.htm">customers you have marked as tax-exempt</a> and has an automatic 0% tax rate for all tax codes. The Exempt tax location is not displayed in your sales tax preferences, but is available for filtering sales reports.</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp1">Set up and assign a tax location to the customer.</font> This option is best if the customer is taxed, but at a different rate than your normal tax rates. You are prompted to apply the customer tax location when making a sale to the customer, but can elect to do so or not on individual sales.</p>
</li>
</ul>
<p class="Help-Info-Line">To set up special customer tax handling:</p>
<ol>
<li class="p-Help-Text" style="font-size: 9pt;">
<p class="Help-Text">While adding or editing a customer record, select the <span class="hcp2">Customer Settings</span> section.</p>
</li>
<li class="p-Help-Text" style="font-size: 9pt;">
<p class="Help-Text">Select a tax location from the <span class="hcp2">T</span><font class="hcp1">ax Location</font> drop-down list. Only tax locations previously set up in <a href="../qbpos_company_preferences/sysprefs08.htm">company preferences</a> are available.</p>
</li>
</ol>
<p class="Help-Indent" style="font-weight: bold;">Or</p>
<p class="Help-Indent">Select the <font class="hcp1">Tax-exempt</font> check box.</p>
<ol start="3">
<li class="p-Help-Text" style="font-size: 9pt;">
<p class="Help-Text">Complete the record and save.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="cust905.htm">Edit a customer record</a></p>
<p class="Help-Main-Topic-Links"><a href="customersoverview.htm">Customers overview</a></p>
</body>
</html>

118
QB_Help_Web/POS_Help/qbpos_customers/customersoverview.htm Normal file
View File

@@ -0,0 +1,118 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Customers">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Customers Overview</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Customers Overview</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" style="border: none;" width="11" height="11" border="0"></a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_company_preferences/sysprefs10.htm">Customer Preferences</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="cust902.htm">Add a Customer</a></p>
<div class="droptext" id="POPUP293492199" style="display: none;">
<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
<col style="width: 100%;">
<tr style="vertical-align: top;">
<td style="width: 100%; padding-right: 10px; padding-left: 10px;">
<p><a href="cust902.htm">Add a Customer</a></p>
<p><a href="cust905.htm">Edit a Customer Record</a></p>
<p><a href="cust_mergeduplicates.htm">Merge Customer Records</a></p>
<p><a href="cust911.htm">Offer Customer Charge Accounts</a></p>
<p><a href="cust907.htm">Offer Customer Discounts and Price Levels</a></p>
<p><a href="customers_tax.htm">Handle Special Customer Tax Status</a></p>
<p><a href="cust936.htm">Track Customers by Type</a></p>
<p><a href="cust910.htm">View Customer Purchase History</a></p>
<p><a href="cust934.htm">Print my Customer List</a></p>
<p><a href="../qbposimp/export_datawizard.htm">Export my Customer List</a></p>
<p><a href="cust_email_mktg.htm">Create an E-mail Marketing List</a></p>
<p><a href="cust_emailing.htm">E-mail a Customer</a></p>
<p><a href="../qbpos_basic_procedures/basic_write_letters.htm">Write Letters to Customers</a></p>
<p><a href="cust_business.htm">Track Business Customers</a></p>
<p><a href="cust_rewards_oview.htm">Offer a Customer Rewards Program</a></p>
<p><a href="cust_ID_cards.htm">Use Customer IDs and Cards</a></p>
</td>
</tr>
</table>
<p>&#160;</p>
<p>&#160;</p>
</div>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">Point of Sale can store a great deal information for each of your customers, including name and contact information, wether personal checks should be accepted, charge account information, and extensive notes. Customer information can be used for marketing purposes, reporting, and printing mailing labels.</p>
<p class="Help-Text">Recording of customers on sales receipts (referred to as customer tracking) allows you to:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Build customer sales history, giving you the ability to quickly look up a past purchase and run reports and marketing programs for your best customers</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Offer store charge accounts</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">E-mail sales receipts from Point of Sale</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Automatically adjust sales tax for customers eligible for special tax handling</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Automatically give discounts or use markdown price levels for selected customers</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If also using QuickBooks Desktop financial software, share customer and account information so invoices and payments can be created/taken in QuickBooks Desktop</p>
</li>
</ul>
<p class="Help-Text">Pro-level user have these additional options:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Set up and track customer purchases in a rewards program</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Record and use customer shipping addresses and charges on sales</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Record and track business customer PO numbers on sales and orders</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(Multiple stores) Customers can be added, edited, or deleted at any store, with the resulting changes propagated to all stores with the next fully completed <a href="../qbpos_multi_store/multi_store_exchange.htm">Store Exchange</a> cycle. Headquarters maintains the master customer list, which is sent to all stores in its entirety during every Store Exchange. <a href="../qbpos_multi_store/multi_store_customers.htm">Learn more</a>.</p>
</li>
</ul>
<p class="Help-Note"><span style="font-weight: bold;">Note</span>: The availability of customer tracking features can be controlled by your <a href="../qbpos_company_preferences/sysprefs04.htm">Features to Use preference</a> settings.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="cust_center.htm">Customer Center</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/basic_liststats.htm">View customer list summary statistics</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_secadmin/secadmin01.htm#secadmin_midtopic_17">Security rights for working with customer records</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_qb_data_exchange/qbfs_customers.htm">How customer information is shared with QuickBooks Desktop</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_merchant_service/mas_PCIDSS.htm">Protecting customers' payment card data</a></p>
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
TextPopupInit('a1','POPUP293492199');
//]]></script>
</body>
</html>