User guide

47CL–Customer Lookup HP–Home Page PIN–Personal Identification Number VI–Visual Invoice
•
Customer ICustomer I
Customer ICustomer I
Customer I
DD
DD
D—Uses Customer ID number for lookup as established
in the
CVCV
CVCV
CV General Tab (ID field).
•
Item Item
Item Item
Item
TT
TT
T
racking IDracking ID
racking IDracking ID
racking ID—Uses the ScanTrac (HSL) barcode number for
lookup.
•
EE
EE
E
xtended Lookupxtended Lookup
xtended Lookupxtended Lookup
xtended Lookup—Uses Extended Lookup field information as
established in the
CVCV
CVCV
CV Details Tab.
2 Search On Buttons
Used to select the range of customer data the lookup will encompass.
•
Local StorLocal Stor
Local StorLocal Stor
Local Stor
ee
ee
e—Allows lookups for customers in the local store only.
The name of the local store is displayed on this button and is the
default for all lookups.
•
AA
AA
A
ll Storesll Stores
ll Storesll Stores
ll Stores—For centralized multiple store configurations, this
button temporarily overrides the Local Store button by including
customers across all stores.
•
AA
AA
A
ll
ll
l
l Routesl Routes
l Routesl Routes
l Routes—This button temporarily overrides the Local Store
button by selecting route customers only.
•
CC
CC
C
uu
uu
u
stomstom
stomstom
stom—For centralized multiple store configurations, this button
allows the selection of any single store or select group of stores.
3 Lookup Value Field
Keyboard lookup entry occurs in this field. The two most common
lookup formats are by phone (numeric) or name (alphabetical), selected
automatically based on the first character typed. The background field
color turns red if a typed entry does not exist. Pressing the Enter key with
a red background invokes the auto-add new customer mode.
4 Lookup Results List
The list of incrementally selected customers is displayed here. Using the
Up/Down Arrow keys scrolls the highlight up and down within the list for
manual selection. List contents are automatically sorted in ascending
order (top down) based on lookup type. For example, names start with
the letter “A” and phone numbers begin with the number “1”.
•
Add a New Customer ButtonAdd a New Customer Button
Add a New Customer ButtonAdd a New Customer Button
Add a New Customer Button—Pressing this button forces the
CVCV
CVCV
CV
to appear to directly add a new customer without first performing a
lookup. To avoid duplicate name entries, use this button only when
it is absolutely known that the customer is new and has not previ-
ously been entered in the database.
5 Customer Summary Button
This button displays the name and phone of the currently selected
customer. When pressed, it displays the
CVCV
CVCV
CV for the displayed customer.