User guide

26 A/R–Accounts Receivable CC–Credit Card CCOF–Credit Card On File CV–Customer View
1 Customer Button
The Customer [F8] button indicates the currently selected customer by name
with phone number verification in the event of duplicate names. Select
this button to view and/or edit customer information via the
CVCV
CVCV
CV view.
This button allows quick access to common customer requested
changes, such as phone numbers, address, etc.
2 Customer Status Indicators
[Reserved][Reserved]
[Reserved][Reserved]
[Reserved]—For future release.
ProcProc
ProcProc
Proc—Indicates the number of orders in process (not racked).
ReadyReady
ReadyReady
Ready—Indicates the number of racked orders ready for pickup.
3 Customer Profile Indicators
These indicators provide quick visual feedback of service status for the
selected customer. Grayed-out indicators are inactive services.
CCCC
CCCC
CC (Credit Card)—Green if
CCOFCCOF
CCOFCCOF
CCOF active, red if expired.
A/RA/R
A/RA/R
A/R (Accounts Receivable)—Green if active, red if charge restricted.
RR
RR
R
TT
TT
T (Route)—Green if active.
CKCK
CKCK
CK (Checks)—Green if OK to take checks, red if not OK.
DLDL
DLDL
DL (Drivers License)—Green if license valid, red if expired.
4 Order Buttons
HistorHistor
HistorHistor
Histor
y [F5]y [F5]
y [F5]y [F5]
y [F5]—View production history for the selected order.
Item VItem V
Item VItem V
Item V
iew [F6]iew [F6]
iew [F6]iew [F6]
iew [F6]—View or edit item-level invoice entries.
OrOr
OrOr
Or
der Vder V
der Vder V
der V
iew [F7]iew [F7]
iew [F7]iew [F7]
iew [F7]—View or edit order-level invoice entries.
Invoice ModeInvoice Mode
Invoice ModeInvoice Mode
Invoice Mode—Apply predefined promised date and adjustment
offsets to the selected invoice. The default is Standard (no offsets).
5 Invoice Content
This area contains a detailed rendering of the selected invoice for the
selected customer. Changes made to the selected invoice (voids, redos,
etc.) are always shown, maintaining a visual record of historical order
activity. Only pertinent information is printed on the customer copy.
Additionally, this area will always display the breakdown of item and
upcharge amounts. The printed copy can be made to itemize upcharge
costs or summarize amounts in the item total (effectively hiding the
upcharge cost in the item total). Depending on the displayed order,
invoice content elements may include:
• Price table reference
• Order number
• Order status
• Promised date and time