Customer List - Revision history

Simon Clive at 02:13, 24 June 2011

2011-06-24T02:13:49Z

Simon Clive at 01:16, 24 June 2011

2011-06-24T01:16:43Z

Simon Clive at 01:15, 24 June 2011

2011-06-24T01:15:19Z

Simon Clive at 23:50, 23 June 2011

2011-06-23T23:50:17Z

Simon Clive at 23:48, 23 June 2011

2011-06-23T23:48:01Z

Simon Clive at 23:31, 23 June 2011

2011-06-23T23:31:29Z

Eliza at 23:24, 2 March 2011

2011-03-02T23:24:01Z

Admin: Created page with " More Detail= Back Orders Cash Sale Convert To Supplier Customer Customer General Tab Customer List [[Delivery Docket List]..."

2011-01-19T00:47:46Z

Created page with "<menu name=myMenu align=center> More Detail= Back Orders Cash Sale Convert To Supplier Customer Customer General Tab Customer List [[Delivery Docket List]..."

New page

<menu name=myMenu align=center>
More Detail=
[[Back Orders]]
[[Cash Sale]]
[[Convert To Supplier]]
[[Customer]]
[[Customer General Tab]]
[[Customer List]]
[[Delivery Docket List]]
[[Export Customer List]]
[[Invoice]]
[[Invoice List]]
[[Marketing Ratios Report]]
[[Merge Customers]]
[[Print Invoices]]
[[Product Express List]]
[[Quote]]
[[Quote List]]
[[Refunds]]
[[Sales Order]]
[[Sales Order List]]
[[Sales Pipeline]]
[[Sales Ratio Report]]
[[Sales Reports]]
</menu>
== Overview ==

@@ Line 37: / Line 37: @@
 *[[Filtering Lists]]
-*[[Searching f5 f6 f7]]
+*[[Searching f5 f6 f7|Searching F5 F6 F7]]
 *[[Customising Lists]]
 *[[Report Printing Options]]

@@ Line 51: / Line 51: @@
 '''NB''': The column names can be changed for the '[[Custom Fields|Custom Fields]]' columns, refer to [[Customising Lists|Customising Lists]]
-*To view the columns as a list, select the ''''Customise'''' button.&nbsp; From here you can un-select columns that you do not wish to display in your default list by un-ticking the selection. Make sure that '''Job Sheet '''has been selected.<br>
+*To view the columns as a list, select the ''''Customise'''' button.&nbsp; From here you can un-select columns that you do not wish to display in your default list by un-ticking the selection. Make sure that ''''Job Sheet' '''has been selected.<br>
 *To re-name a '''Custom Field''', double click into the name and type in the name required, e.g. 'Customer Status' replaces 'CustFld1'.
 *To view the list by '''Department''', un-tick ''''All'''' and select the required Department from the drop-down list, e.g. 'Burleigh'.

@@ Line 51: / Line 51: @@
 '''NB''': The column names can be changed for the '[[Custom Fields|Custom Fields]]' columns, refer to [[Customising Lists|Customising Lists]]
-*To view the columns as a list, select the ''''Customise'''' button.&nbsp; From here you can un-select columns that you do not wish to display in your default list by un-ticking the selection.&nbsp;<br>
+*To view the columns as a list, select the ''''Customise'''' button.&nbsp; From here you can un-select columns that you do not wish to display in your default list by un-ticking the selection. Make sure that '''Job Sheet '''has been selected.<br>
 *To re-name a '''Custom Field''', double click into the name and type in the name required, e.g. 'Customer Status' replaces 'CustFld1'.
 *To view the list by '''Department''', un-tick ''''All'''' and select the required Department from the drop-down list, e.g. 'Burleigh'.
@@ Line 59: / Line 59: @@
 *Select the ''''Customer'''' button to return to the full Customer List.
 *Select a Customer by highlighting the row to enable you to create a '''New Job''' for the selected Customer and Select the&nbsp;&nbsp;&nbsp;&nbsp; ''''New Job'''' button.
-*The Job Sheet will load automatically with a Job Number, Type in the Job Sheet Name that you want.Kitchen".<br>
+*The Job Sheet will load automatically with a Job Number, type in the Job Sheet Name that you want.<br>
 '''NB''': The Customer name will auto fill into the heading of the Job. Continue completing the Job details as required.

@@ Line 34: / Line 34: @@
 There are 15 customisable columns and a further 3 customisable date columns available to be used as per your requirements.
 '''Ways Lists in ERP can be Manipulated:'''
 *[[Filtering Lists]]
@@ Line 44: / Line 44: @@
 '''How To Use the Customer List'''
-*&nbsp;Select the ''''Sales'''' module
+*Select the ''''Sales'''' module
 *Select the ''''Customer List'''' button.
 *Double-click on any '''Customer''' to open the related Customer card.&nbsp; Refer to [[New Customer|New Customer]] for details on entering a new customer.
@@ Line 51: / Line 51: @@
 '''NB''': The column names can be changed for the '[[Custom Fields|Custom Fields]]' columns, refer to [[Customising Lists|Customising Lists]]
-*To view the columns as a list, select the ''''Customise'''' button. · From here you can un-select columns that you do not wish to display in your default list by un-ticking the selection.&nbsp;<br>
+*To view the columns as a list, select the ''''Customise'''' button.&nbsp; From here you can un-select columns that you do not wish to display in your default list by un-ticking the selection.&nbsp;<br>
 *To re-name a '''Custom Field''', double click into the name and type in the name required, e.g. 'Customer Status' replaces 'CustFld1'.
 *To view the list by '''Department''', un-tick ''''All'''' and select the required Department from the drop-down list, e.g. 'Burleigh'.
@@ Line 61: / Line 61: @@
 *The Job Sheet will load automatically with a Job Number, Type in the Job Sheet Name that you want.Kitchen".<br>
-'''NB''': The Customer name will auto fill into the heading of the Job. · Continue completing the Job details as required.
+'''NB''': The Customer name will auto fill into the heading of the Job. Continue completing the Job details as required.
 *Select ''''Save''''.
 The newly created Job will now be displayed in the list as a separate entry, still under the name you created with the Job Name listed in the Job Name column.
 '''NB:''' The ''''Job Name'''' button is grayed out unless the Customer Name selected is a main card Customer, i.e. not a Job of a Customer.
-*&nbsp;Select the ''''New'''' button to enter a '''New Customer'''.
+*Select the ''''New'''' button to enter a '''New Customer'''.
 '''How to Merge Customers'''

@@ Line 34: / Line 34: @@
 There are 15 customisable columns and a further 3 customisable date columns available to be used as per your requirements.
-Ways Lists in ERP can be Manipulated:
+'''Ways Lists in ERP can be Manipulated:'''
 *[[Filtering Lists]]
@@ Line 44: / Line 44: @@
 '''How To Use the Customer List'''
 *&nbsp;Select the ''''Sales'''' module
 *Select the ''''Customer List'''' button.
 *Double-click on any '''Customer''' to open the related Customer card.&nbsp; Refer to [[New Customer|New Customer]] for details on entering a new customer.
-*&nbsp;As you '''Scroll''' across the columns in the list, take note of data available. ·
+*As you '''Scroll''' across the columns in the list, take note of the data available. <br>
-'''NB''': The column names can be changed for the '[[Custom_Fields|Custom Fields]]' columns, refer to [[Customising_Lists|Customising Lists]]
+'''NB''': The column names can be changed for the '[[Custom Fields|Custom Fields]]' columns, refer to [[Customising Lists|Customising Lists]]
-*&nbsp;To view the columns as a list, select the ''''Customise'''' button. · From here you can un-select columns that you do not wish to display in your default list by un-ticking the selection.&nbsp;<br>
+*To view the columns as a list, select the ''''Customise'''' button. · From here you can un-select columns that you do not wish to display in your default list by un-ticking the selection.&nbsp;<br>
 *To re-name a '''Custom Field''', double click into the name and type in the name required, e.g. 'Customer Status' replaces 'CustFld1'.
-*&nbsp;To view the list by '''Department''', un-tick ''''All'''' and select the required Department from the drop-down list, e.g. 'Burleigh'.
+*To view the list by '''Department''', un-tick ''''All'''' and select the required Department from the drop-down list, e.g. 'Burleigh'.
-*Refer to [[Global_Features|Global Features]] for instructions on how to use the following functions;'''Filter'''; '''Search'''; '''Export'''; '''Customise'''; '''Print'''.
+*Refer to [[Global Features|Global Features]] for instructions on how to use the following functions;'''Filter'''; '''Search'''; '''Export'''; '''Customise'''; '''Print'''.
-*Use the tick boxes to display the list required, i.e.'''Active Customers Only''', '''Inactive Customers Only''' or '''All'''. <br>
+*Use the tick boxes to display the list required, i.e. '''Active Customers Only''', '''Inactive Customers Only''' or '''All'''. <br>
-*&nbsp;Select the ''''Related'''' button to display the list of Related Customers.
+*Select the ''''Related'''' button to display the list of Related Customers.
-*&nbsp;Select the ''''Customer'''' button to return to the full Customer List.
+*Select the ''''Customer'''' button to return to the full Customer List.
-*&nbsp;Select a Customer by highlighting the row to enable you to create a '''New Job''' for the selected Customer and Select the&nbsp;&nbsp;&nbsp;&nbsp; ''''New Job'''' button.
+*Select a Customer by highlighting the row to enable you to create a '''New Job''' for the selected Customer and Select the&nbsp;&nbsp;&nbsp;&nbsp; ''''New Job'''' button.
-· The '''Job Sheet''' will load automatically with a Job Number, Type in the '''Job Sheet Name''' that you want, e.g. "Kidman's Kitchen".<br>
+'''NB''': The Customer name will auto fill into the heading of the Job. · Continue completing the Job details as required.
-'''NB''': The Customer name will auto fill into the heading of the Job. · Continue completing the Job details as required.
+*Select ''''Save''''.
-Select ''''Save''''.
+'''NB:''' The ''''Job Name'''' button is grayed out unless the Customer Name selected is a main card Customer, i.e. not a Job of a Customer.
-· The newly created Job will now be displayed in the list as a separate entry, still under the name Kidman, with the Job Name listed in the Job Name column.
+*&nbsp;Select the ''''New'''' button to enter a '''New Customer'''.
-−
-'''NB:''' The 'Job Name' button is grayed out unless the Customer Name selected is a main card Customer, i.e. not a Job of a Customer.
-−
-· Select the ''''New'''' button to enter a '''New Customer'''.
 '''How to Merge Customers'''
@@ Line 76: / Line 74: @@
 In some circumstances you may need to merge two customers. eg. If a customers name has changed it is not possible to simply change the name in the customer file as this is the unique identifyer for the record. You must create a new customer with the new name and merge the old customer into it.
 *Select '''Sales'''
 *Select '''Customer List'''
-*Hold down the control key ('''Ctrl''') and select the customer name that you want to keep
+*Hold down the control key '''Ctrl''' and select the customer name that you want to keep
-*Continue to hold down the control key and select the customer you want merged into the first customer
+*Continue to hold down the '''Crtl '''key and select the customer you want merged into the first customer
 *Right Click your mouse and select '''Merge'''

@@ Line 24: / Line 24: @@
 [[Sales Reports]]
 </menu>
-== Overview ==
+== Overview  ==
-The Customer List displays all Customers and related Jobs entered into your ERP database. The Customer List is a
+'''The Customer List''' displays all Customers and related Jobs entered into your ERP database. The Customer List is a valuable report in its own right. It would be an advantage to study the available information within this list, as it contains a great variety of data relating to your Customers.
 valuable report in its own right. It would be an advantage to study the available information within this list, as it contains
 a great variety of data relating to your Customers.
-You have the ability to customise the view of this list as a preferred setting for each User. This way whenever you
+You have the ability to customise the view of this list as a preferred setting for each User. This way whenever you load the Customer List by selecting the Customer List button, you will be confronted with the column settings of your choice, therefore the information you most need to see will be available for quick and easy viewing.
 load the Customer List by selecting the Customer List button, you will be confronted with the column settings of your
-choice, therefore the information you most need to see will be available for quick and easy viewing by you.
-Accounts Receivable, Accounts Payable (as some Customers are also Suppliers), and the Total Balance due for all
+Accounts Receivable, Accounts Payable (as some Customers are also Suppliers), and the Total Balance due for all of your Customers is readily available in the Customer List.
 of your Customers is readily available in the Customer List.
-There are 15 customisable columns and a further 3 customisable date columns available to be used as per your
+There are 15 customisable columns and a further 3 customisable date columns available to be used as per your requirements.
 requirements.
 Ways Lists in ERP can be Manipulated:
@@ Line 48: / Line 42: @@
 *[[Export Data]]
 '''How To Use the Customer List'''
-·	Select the 'Sales' tab.
+*&nbsp;Select the ''''Sales'''' module
-·	Select the 'Customer List' button.
+*Select the ''''Customer List'''' button.
-·	Double-click on any Customer to open the related Customer card.
+'''NB''': The column names can be changed for the '[[Custom_Fields|Custom Fields]]' columns, refer to [[Customising_Lists|Customising Lists]]
-·	Refer to New Customer for details on entering a new customer.
-·	As we scroll across the columns in the list, take note of data available.
+*&nbsp;To view the columns as a list, select the ''''Customise'''' button. · From here you can un-select columns that you do not wish to display in your default list by un-ticking the selection.&nbsp;<br>
-·	NB: The column name can be changed for the 'CustFld' columns, refer to Customise List.
+*To re-name a '''Custom Field''', double click into the name and type in the name required, e.g. 'Customer Status' replaces 'CustFld1'.
-·	To view the columns as a list, select the 'Customise' button.
+· The '''Job Sheet''' will load automatically with a Job Number, Type in the '''Job Sheet Name''' that you want, e.g. "Kidman's Kitchen".<br>
-·	From here you can un-select columns that you do not wish to display in your default list by un-ticking the selection.
-·	To re-name a CustFld, double click into the name and re-name as required, e.g. 'Customer Status' replaces
-'CustFld1'.
-·	To view the list by Department, un-tick 'All' and select the required Department from the drop-down list, e.g. 'Burleigh'.
+'''NB''': The Customer name will auto fill into the heading of the Job. · Continue completing the Job details as required.
-·	Refer to Global Features for instructions on how to use the following functions; Filter; Search; Export; Customise;
+Select ''''Save''''.
-Print.
-·	Select the radio button to display the list required, i.e. Active Customers Only, Inactive Customers Only, All
+· The newly created Job will now be displayed in the list as a separate entry, still under the name Kidman, with the Job Name listed in the Job Name column.
-Customers
-	e.g. 'Inactive Customers Only' selected below.
-·	Select the 'Related' button to display the list of Related Customers.
+'''NB:''' The 'Job Name' button is grayed out unless the Customer Name selected is a main card Customer, i.e. not a Job of a Customer.
-·	Select the 'Customer' button to return to the full Customer List.
+· Select the ''''New'''' button to enter a '''New Customer'''.
-·	Select a Customer by highlighting the row to enable you to create a New Job for the selected Customer.
+'''How to Merge Customers'''
-·	Select the 'New Job' button.
-·	The Job card will load automatically with a Job Number. Name the Job what you want, e.g. "Kidman's Kitchen".
+In some circumstances you may need to merge two customers. eg. If a customers name has changed it is not possible to simply change the name in the customer file as this is the unique identifyer for the record. You must create a new customer with the new name and merge the old customer into it.
-	NB: The Customer name will auto fill into the heading of the Job.
-·	Continue completing the Job details as required, refer to New Job for further instructions.
-·	Select 'SAVE'.
-·	The newly created Job will now be displayed in the list as a separate entry, still under the name Kidman, with the
+*Select '''Sales'''
-Job Name listed in the Job Name column.
+*Select '''Customer List'''
+*Hold down the control key ('''Ctrl''') and select the customer name that you want to keep
-NB: 	The 'Job Name' button is grayed out unless the Customer Name selected is a main card Customer, i.e. not a Job
+*Continue to hold down the control key and select the customer you want merged into the first customer
-		of a Customer.
+*Right Click your mouse and select '''Merge'''
-−
-·	Select the 'New' button to enter a New Customer.
-−
-'''How to Merge Customers'''
-−
-In some circumstances you may need to merge two customers.  eg. If a customers name has changed it is not
-possible to simply change the name in the customer file as this is the unique identifyer for the record.  You must
-create a new customer with the new name and merge the old customer into it.
-−
-*Select Sales
 *Select Customer List
 *Hold down the control key (Ctrl) and select the customer name that you want to keep
 *Continue to hold down the control key and select the customer you want merged into the first customer
-*Right Click your mouse and select MERGE

← Older revision		Revision as of 23:24, 2 March 2011
Line 25:		Line 25:
	</menu>		</menu>
	== Overview ==		== Overview ==
		+
		+	The Customer List displays all Customers and related Jobs entered into your ERP database. The Customer List is a
		+	valuable report in its own right. It would be an advantage to study the available information within this list, as it contains
		+	a great variety of data relating to your Customers.
		+
		+	You have the ability to customise the view of this list as a preferred setting for each User. This way whenever you
		+	load the Customer List by selecting the Customer List button, you will be confronted with the column settings of your
		+	choice, therefore the information you most need to see will be available for quick and easy viewing by you.
		+
		+	Accounts Receivable, Accounts Payable (as some Customers are also Suppliers), and the Total Balance due for all
		+	of your Customers is readily available in the Customer List.
		+
		+	There are 15 customisable columns and a further 3 customisable date columns available to be used as per your
		+	requirements.
		+
		+	Ways Lists in ERP can be Manipulated:
		+
		+	*[[Filtering Lists]]
		+	*[[Searching f5 f6 f7]]
		+	*[[Customising Lists]]
		+	*[[Report Printing Options]]
		+	*[[Export Data]]
		+
		+	'''How To Use the Customer List'''
		+
		+	· Select the 'Sales' tab.
		+	· Select the 'Customer List' button.
		+
		+	· Double-click on any Customer to open the related Customer card.
		+	· Refer to New Customer for details on entering a new customer.
		+
		+	· As we scroll across the columns in the list, take note of data available.
		+	· NB: The column name can be changed for the 'CustFld' columns, refer to Customise List.
		+
		+	· To view the columns as a list, select the 'Customise' button.
		+	· From here you can un-select columns that you do not wish to display in your default list by un-ticking the selection.
		+	· To re-name a CustFld, double click into the name and re-name as required, e.g. 'Customer Status' replaces
		+	'CustFld1'.
		+
		+	· To view the list by Department, un-tick 'All' and select the required Department from the drop-down list, e.g. 'Burleigh'.
		+
		+	· Refer to Global Features for instructions on how to use the following functions; Filter; Search; Export; Customise;
		+	Print.
		+
		+	· Select the radio button to display the list required, i.e. Active Customers Only, Inactive Customers Only, All
		+	Customers
		+	e.g. 'Inactive Customers Only' selected below.
		+
		+	· Select the 'Related' button to display the list of Related Customers.
		+
		+	· Select the 'Customer' button to return to the full Customer List.
		+
		+	· Select a Customer by highlighting the row to enable you to create a New Job for the selected Customer.
		+	· Select the 'New Job' button.
		+
		+	· The Job card will load automatically with a Job Number. Name the Job what you want, e.g. "Kidman's Kitchen".
		+	NB: The Customer name will auto fill into the heading of the Job.
		+	· Continue completing the Job details as required, refer to New Job for further instructions.
		+	· Select 'SAVE'.
		+
		+	· The newly created Job will now be displayed in the list as a separate entry, still under the name Kidman, with the
		+	Job Name listed in the Job Name column.
		+
		+	NB: The 'Job Name' button is grayed out unless the Customer Name selected is a main card Customer, i.e. not a Job
		+	of a Customer.
		+
		+	· Select the 'New' button to enter a New Customer.
		+
		+	'''How to Merge Customers'''
		+
		+	In some circumstances you may need to merge two customers. eg. If a customers name has changed it is not
		+	possible to simply change the name in the customer file as this is the unique identifyer for the record. You must
		+	create a new customer with the new name and merge the old customer into it.
		+
		+	*Select Sales
		+	*Select Customer List
		+	*Hold down the control key (Ctrl) and select the customer name that you want to keep
		+	*Continue to hold down the control key and select the customer you want merged into the first customer
		+	*Right Click your mouse and select MERGE