User guide

35CL–Customer Lookup HP–Home Page PIN–Personal Identification Number VI–Visual Invoice

GENERAL TAB

This is where new customer information is added or existing customer

information is edited. The General tab is selected by default when

CVCV

CV is

first entered. Press any other

CVCV

CV tab to select additional customer

information views. The OK [F12] button saves changes and exits

CVCV

CV.

1 Contact Information

For ease of entry and change, customer information is made of large

entry fields. The most common customer information is entered in this

area which facilitates adding a new customer quickly. A red “

*”

indicates that field information is required before saving.

•

More Phones...More Phones...

More Phones...—Raises a dialog to display/add additional phone

numbers for this customer.

•

More Addresses...More Addresses...

More Addresses...—Raises a dialog to display/add additional

addresses for this customer.

2 Preferences

Preference types are user-definable within the SPOT system, then

displayed on these four buttons for assignment to the selected customer.

These are typically used in laundry production to preset starch and

finish preferences. Once selected, these preferences are retained and

shown on all subsequent order invoices until changed. The Preferences 1 of X

button displays additional selection choices if more than four prefer-

ences are created.

3 Discount Group

Discount groups are deductions given to a customer by percentage of the

total department amount. When activated by selecting a user-defined

discount group from the dropdown, discounts are automatically applied

during order detailing.

4 VIP Button

Pressing this button causes the selected customer’s name to be indicated

in Blue on customer selection buttons and customer lists for quick

identification. In future releases, this status will also allow for special

automatic handling of coupons, promotions, bag tag printing, etc.