Difference between revisions of "ITrack/Pro/Customer Screen"
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From this screen you will be able to monitor all of the information about your customers. From the Customer Screen you will be able to add and edit customers. Accessing this screen is done via the [[ITrack/Pro/Customer List Screen|Customer List]] screen in the main menu. | From this screen you will be able to monitor all of the information about your customers. From the Customer Screen you will be able to add and edit customers. Accessing this screen is done via the [[ITrack/Pro/Customer List Screen|Customer List]] screen in the main menu. | ||
==Adding a Customer== | ==Adding a Customer== | ||
To add a customer, simply click the Add button in the lower left hand corner. This will bring you to the Customer Information Screen. You will start in the Address Info tab. | To add a customer, simply click the Add button in the lower left hand corner of the Customer List screen. This will bring you to the Customer Information Screen. You will start in the Address Info tab. | ||
===Address Tab=== | ===Address Tab=== | ||
As you fill in the Contact and Company Name fields under Billing Address, they will appear in the gray fields above and in the correct corresponding fields under Shipping Address. Clicking on the Copy button in the center of the screen will transfer the rest of the information such as street address to the shipping address side of the screen. | As you fill in the Contact and Company Name fields under Billing Address, they will appear in the gray fields above and in the correct corresponding fields under Shipping Address. Clicking on the Copy button in the center of the screen will transfer the rest of the information such as street address to the shipping address side of the screen. | ||
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The Map button located below the Copy button will bring up Google® Maps and show a map and driving directions from your location to the customer's location. At this point you may choose use any of the other tabs on the screen such as Additional Info or Payment Info. Instructions for these tabs are located below. | The Map button located below the Copy button will bring up Google® Maps and show a map and driving directions from your location to the customer's location. At this point you may choose use any of the other tabs on the screen such as Additional Info or Payment Info. Instructions for these tabs are located below. | ||
You may also print a statement by clicking on the Statement button, or apply payments for the customer by clicking on the Payments button. | You may also print a billing statement for an individual customer by clicking on the Statement button, or apply payments for the customer by clicking on the Payments button. You may also create a new customer by clicking on the New button in the upper right corner or close by clicking on the Save & Close button. | ||
If you want to continue adding information about your customer, or want to check the history of this customer, the tabs following Address Info will be useful. | If you want to continue adding information about your customer, or want to check the history of this customer, the tabs following Address Info will be useful. | ||
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[[Image:Pro_Payment_Information_1.png|thumb|left|600px|Payment Information Screen]] | [[Image:Pro_Payment_Information_1.png|thumb|left|600px|Payment Information Screen]] | ||
===Payment Information Tab=== | ===Payment Information Tab=== | ||
The next tab is the Payment Info tab. From here, you can see the payment status of the customer, choose payment methods you will accept from the customer and other payment information such as an account limit. | The next tab is the Payment Info tab. From here, you can see the payment status of the customer, choose payment methods you will accept from the customer, and other payment information such as an account limit. | ||
*'''A''' The Cash Only check box prevents the customer from charging. | *'''A''' The Cash Only check box prevents the customer from charging the transaction on a card. | ||
*'''B''' The Tax Item field allows you to choose the default tax item to use when quoting or | *'''B''' The Tax Item field allows you to choose the default tax item to use when quoting or selling to this customer. | ||
*'''C''' The Tax Number field will print the customer's tax number on invoices. | *'''C''' The Tax Number field will print the customer's tax number on invoices. | ||
*'''D''' Default Pay Type allows you to select the default payment method used on the [[ITrack/Pro/Sales Screen|Sales]] Screen. | *'''D''' Default Pay Type allows you to select the default payment method used on the [[ITrack/Pro/Sales Screen|Sales]] Screen. | ||
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The next tab is the Sales tab. This tab shows the invoice history for the customer and line items. | The next tab is the Sales tab. This tab shows the invoice history for the customer and line items. | ||
The Reprint button will reprint items you have selected. | The Reprint button will reprint items you have selected. | ||
The Void button will void a payment or invoice. By default this tab only shows invoices that have not been voided but the "Voided | The Void button will void a payment or invoice. By default this tab only shows invoices that have not been voided but the "Show Voided Documents" check box in the top right can be checked to view voided invoices.([http://wiki.isoftdata.com/index.php/Image:Pro_Sales_Infomation_1.png Sales Tab screen shot]) | ||
To sort | To sort by any column, simply click its header title at the top. To re-order the columns, click and drag it left or right to a desired location. | ||
===Quotes Tab=== | ===Quotes Tab=== | ||
Revision as of 12:32, 6 October 2010
From this screen you will be able to monitor all of the information about your customers. From the Customer Screen you will be able to add and edit customers. Accessing this screen is done via the Customer List screen in the main menu.
Adding a Customer
To add a customer, simply click the Add button in the lower left hand corner of the Customer List screen. This will bring you to the Customer Information Screen. You will start in the Address Info tab.
Address Tab
As you fill in the Contact and Company Name fields under Billing Address, they will appear in the gray fields above and in the correct corresponding fields under Shipping Address. Clicking on the Copy button in the center of the screen will transfer the rest of the information such as street address to the shipping address side of the screen.
The Map button located below the Copy button will bring up Google® Maps and show a map and driving directions from your location to the customer's location. At this point you may choose use any of the other tabs on the screen such as Additional Info or Payment Info. Instructions for these tabs are located below.
You may also print a billing statement for an individual customer by clicking on the Statement button, or apply payments for the customer by clicking on the Payments button. You may also create a new customer by clicking on the New button in the upper right corner or close by clicking on the Save & Close button.
If you want to continue adding information about your customer, or want to check the history of this customer, the tabs following Address Info will be useful.
Additional Information Tab
Click on the Additional Info tab located to the right of the Address Info tab. From this screen you can enter more information about the customer such as an email address, a web page address, and other important information. The Option and Value fields are particularly useful. You can enter in specific things you want to know about each customer. Click Add Option to add a new question. Click the Show on Customer List Screen box if you want your new question to show up on the Customer List Screen. Then, in the Values field, answer the question you asked in the Option field. This Option will now appear on all customers' screens. Now, if you go to the Customer List Screen, you can search by the new Option you entered. (Additinal Info Tab screen shot)
Payment Information Tab
The next tab is the Payment Info tab. From here, you can see the payment status of the customer, choose payment methods you will accept from the customer, and other payment information such as an account limit.
- A The Cash Only check box prevents the customer from charging the transaction on a card.
- B The Tax Item field allows you to choose the default tax item to use when quoting or selling to this customer.
- C The Tax Number field will print the customer's tax number on invoices.
- D Default Pay Type allows you to select the default payment method used on the Sales Screen.
- E The Account Limit prevents a customer from charging more than the amount you set.
- F&G These fields allow you to adjust the price for a customer automatically. The default setting is 100% retail, but some customers might pay 100% wholesale or 120% cost or 95% retail (5% discount).
- H Use Allowed Payment Types to select the payment methods you allow for a customer.
Sales Tab
The next tab is the Sales tab. This tab shows the invoice history for the customer and line items. The Reprint button will reprint items you have selected. The Void button will void a payment or invoice. By default this tab only shows invoices that have not been voided but the "Show Voided Documents" check box in the top right can be checked to view voided invoices.(Sales Tab screen shot) To sort by any column, simply click its header title at the top. To re-order the columns, click and drag it left or right to a desired location.
Quotes Tab
The final tab is the Quotes tab. From here you can look at all the quotes that have been given to this customer. A quote can easily be converted to an invoice by highlighting the quote by clicking on it (it will turn blue) and then clicking the Convert To Invoice button in the lower left of the screen. From this tab you may also choose to reprint a quote or close a quote. By default this tab only shows open quotes but the "Closed Quotes" check box in the top right can be checked to view closed quotes. (Quotes Tab screen shot)
Remember that new quotes are made in the Quotes Screen which can be accessed via the Main Menu. Also keep in mind that double clicking on an invoice or payment will re-open it and that double clicking on a line item will open it in the Part Management Screen.
