User guide

33CL–Customer Lookup HP–Home Page PIN–Personal Identification Number VI–Visual Invoice
Customer
Management
Customer View
Customer Lookup
Maintenance
S
POT provides all of the utilities needed to manage customer data with
ease. There are two basic customer functions, the Customer View (
CVCV
CVCV
CV) where
details about the customer are displayed and edited, and the Customer Lookup
(
CLCL
CLCL
CL) view that provides a method for customer selection during order processing. A
variety of lookup formats are provided for added flexibility such as by name, phone
number, account number, etc. The incremental lookup feature allows for visual
drill-down during lookup—a highly intuitive and user friendly process when large
numbers of customer records exist. In addition,
CLCL
CLCL
CL is uniquely designed to provide
lookup-add-select functionality. This feature makes it easy to lookup a customer. If
not found, simply add and then select the new customer.
Customer Lookup—
Add/Select PrAdd/Select Pr
Add/Select PrAdd/Select Pr
Add/Select Pr
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ocess
Lookup
Customer
Name
Exist
?
Add NewAdd New
Add NewAdd New
Add New
CustomerCustomer
CustomerCustomer
Customer
Continue
with
Process
Yes
No