Customer Accounts at Backoffice.
Posted by Admin Solemate, Last modified by Tim Solemate on 20 April 2015 11:28 AM

Customer Accounts at Backoffice.
These functions should only be used if you are running customer accounts at Point Of Sale.

Customer Details
This function allows the user to create customer details and store other relevant information associated with this customer.

To access this function
1. Select File Maintenance Menu
2. Highlight Customer on sub-menu and left click on customer details.

To add a new Customer
1. Select new and enter a customer code (Usually an abbreviation of customer name or numerical value)
2. Fill in the required fields
3. When complete select O.K.

To make a payment
1. Select Daily Activities Menu
2. Select Cash receipts entry
3. Enter the payment amount and the payment date (Format 01/01/06) and select OK
4. Enter the customers name or select from the list by double clicking the mouse.
5. If this is the right account, select ok. (A list of transactions is displayed)
6. A confirmation screen is displayed if this is correct select ok and the payment will be allocated.

To check a customers balance
1. Select Enquiries Menu
2. Select Customer Enquiry
3. Select Customer name
4. A total of outstanding amount is displayed

To check a customers transactions
1. Select Enquiries Menu
2. Select Customer Transaction Enquiry
3. Select Customer name
4. A list of transactions are displayed


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