User guide

ManualsBrandsDraper ManualsHome building and DecorSL6

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

•

Counter CC Auto EventCounter CC Auto Event

Counter CC Auto Event—An order in production can be automati-

cally paid at any defined processing step. It is customary for

counter order payment to occur a pickup only; however, this

dropdown establishes the step at which the order is automatically

posted to

CCCC

CC for this customer.

•

Route CC Auto EventRoute CC Auto Event

Route CC Auto Event—This is the same function as described

above, but for route delivery customers.

•

More Credit CardsMore Credit Cards

More Credit Cards—Allows additional

CCCC

CCs to be accepted against

the same customer record for

CCOFCCOF

CCOF or pickup transactions.

•

Print Authorization FormPrint Authorization Form

Print Authorization Form—Prints a

CCOFCCOF

CCOF form to the thermal

printer authorizing use of the customer credit card for internal

drycleaning charges only. NOTE: National consumer protection

laws require that customers authorize credit cards for

CCOFCCOF

CCOF use.

These laws are enforced at the State level. Check with your State for

specific requirements.

3 Account Detail

This view is included in this tab as an aid for quick historical access to

customer account status. Note that this view is also displayed in other

areas of the system, such as the

A/RA/R

A/R Apply Payments view.

•

pen Items Tpen Items T

pen Items T

abab

ab—This default tab view displays a list of all open

(unpaid) orders. Note that each line of the Open Items list conforms

to aging color coding of the Account Summary (below the list)

information providing instant identification of order account status.

Order aging color codes are:

GreenGreen

Green (0–30 days);

BlueBlue

Blue (31–60

days);

MaroonMaroon

Maroon (61–90 days);

RedRed

Red (90+ days).

•

ayment Historyayment History

ayment History—Displays a list of all past payments posted on

account. Double-clicking on a payment displays the Search view

listing all posted invoices.

4 Account Summary

This area shows current

A/RA/R

A/R account status for the selected customer.

•

AgingAging

Aging—Displays the current payment aging status by color code:

GreenGreen

Green (0–30 days);

BlueBlue

Blue (31–60 days);

MaroonMaroon

Maroon (61–90 days);

RedRed

Red

(90+ days).

•

StatusStatus

Status—Displays the current account status, Active or Inactive.

•

LimitLimit

Limit—Displays current available

A/RA/R

A/R credit amount.

•

Current BalanceCurrent Balance

Current Balance—Displays the current balance due.