Customer table

Selecting Customers in the Control Centre displays the customer form, where you can add, edit or delete details of customers. You must maintain at least two customers: “Cash” and “Card” – for cash sales and credit/debit card sales respectively – even if you will not use these “customers”. The reason for this requirement is that the system will attempt to report on sales to these customers before analysing any other customers you choose to create (known collectively as Invoice customers). If you only deal with cash and card transactions you do not need to enter any more customers.

 

 

A new customer may be created by pushing the New button and entering at least a Name, although specifying an account number is recommended if you also operate an accounts package. Many items of optional data may also be recorded in the database, including a customers card details if you have been asked to save these. (Card details should be password protected by specifying a password in the Setup & Maintenance screen, and you are advised to check any specific legal requirements in your region for the storage of customer card details).

As was the case for the Items table, you can move around the table of customers using the navigation buttons, and update details of an existing customer by pushing the Update button.

You can also view a sortable list of your customer by pushing the List button, or print customer details or mailing labels by pushing one of the Print buttons. Pushing the Close button returns you to the Control Centre,