Sales - Browse Customers
INTRODUCTION
Agility has the ability to browse customers and from this screen there are lots of functionality,
We will continue to modify this with information until all functionality has been explained.
The form is in three sections:
1. Customer Details - the header of the form.
2. The grid - returning the data searched for from the customer details.
3. The buttons - each with a different function.
Customer Details
Account No - Search by function
Account Name - Search by function
Contact Name - Search by function
Tel - Search by function
Fax - Search by function
Email - Search by function
Address - Search by function
Postcode - Search by function
Area Code Start - Search by function
Area Code End - Search by function
No Sales Since - Search by function
Aged Debt - Search by function with a drop down Balance, Current 1-5 Months and 6+ Months
> Field - Enter the value in connection to above > greater than 10000
Sales Person - Search by function - Only if these have been set up
Aged Balance - Current Date or Last Statement Date - Search by function
Aged Balances - Months or Days - Search by function
Depot - All is default select if business has different depots
Over Credit Limit - Tick the box - Search by function
Aged Invoices - Tick the box - Search by function
No Payment - Tick the box - Search by function
Exclude zero balances - Search by function
Exclude Suspended - Search by function
Details
This area returns the data based on the search criteria from Customer Details
Buttons
Key Index - Group, Suspended, On Hold - Highlights the account name
Print Statement - Instead of going to the statements the user can print for a customer from here
Show PROMMT - This is only relevant if PROMMT is installed
Credit Email - Ability to create a credit email see
Put On Hold - Placing a customer on hold
Reasons Susp -
Notes -
St Inv Temp -
Graphs -
Receipts - Taking a customer payment
Quotes -
Allow Sale - If customer is on hold user can press tis to allow the sale
Susp/UnSusp -
Export Grid - Export the data in the grid from the search
Details - Select a customer and press this to see the details that make up the information. More Information below
Orders -
Info - Select customer account and get details of the customer
Layout - Change the layout of the grid
Search F1 - Based on information in Customer Details press this button
Exit - Closes the form
Details Button
When this button is pressed a new screen opens.
Buttons
Match Details - Select a payment and a new screen opens shwoing what has been matched.
Cancel Payment - Select a payment and this then credits the payment. If a payment has been matched then these
Alter - Only for an invoice and allows a Job, Site or Note to be added
Add Sig - A signature can be added here if required after an invoice produced.
Export Grid - Exports the grid to excel or CSV
Statement - This button allows transactions to be hidden on statements if someting has been recorded wrongly.
Select the the row that needs to be hidden and press the button.
Show Note - Shows the note on the invoice
Xfer Inv - If an invoice has been posted against a wrong account use this.
Select the invoice, press the button and enter the account it needs to be against.
A credit is raised against the wrong account and invoice against the new account.
See statement button above to see how to hide the transactions
Show Invoice - Shows the invoice of the sale
Details - Select a row and shows the double entry of the transaction
Info - Customer Information as in previous screen
Layout - Changes the layout of the grid
Exit - Closes the screen
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