User guide

ManualsBrandsDraper ManualsHome building and DecorSL6

36 A/R–Accounts Receivable CC–Credit Card CCOF–Credit Card On File CV–Customer View

DETAILS TAB

This tab is used to establish alternate Customer information.

••

•

Extended LookupExtended Lookup

Extended Lookup—Alternate lookup text such as license plate

number, video rental membership card, etc. This lookup is acti-

vated from the Extended Lookup button on the

CLCL

CL view.

••

•

Family MembersFamily Members

Family Members—Alternate

CLCL

CL family members.

••

•

DatesDates

Dates—Adds important dates such a anniversary or birthday.

•

Promotion SetupPromotion Setup

Promotion Setup—A user defined promotion group is selected here

with associated coupons displayed in the Assigned Coupon list.

••

•

ax Authoritiesax Authorities

ax Authorities—Selects predefined tax rates and exemptions.

••

•

Other DetailsOther Details

Other Details—Assigns the price table, frequent buyer program,

drivers license, environmental surcharges, and allowed tender types

for the selected customer.

1 Reassign Home Location Button

Used only in centralized real-time configurations, this button allows for

the assignment of the store location the customer normally uses. Once

assigned to a store, the customer is included in the range of local

customers during

CLCL

CL.

Customer View (

CVCV

CV) Dialog—

etails Tetails T

etails T

abab