Field
|
Type
|
Description/Activity
|
Search Criteria
|
Code
|
Text Box
|
Enter the code of the customer to be searched.
The user can enter the Code either through the keypad on the right side grid or the keyboard and press F1 or click F1 Search to display Search Results Grid for the customer(s) searched.
|
First Name
|
Text Box
|
Enter the first name of the customer(s) to be searched.
The user can enter the First Name either through the keypad on the right side grid or the keyboard and press F1 or click F1 Search to display Search Results Grid for the customer(s) searched.
|
Middle Name
|
Text Box
|
Enter the middle name of the customer(s) to be searched.
The user can enter the Middle Name either through the keypad on the right side grid or the keyboard and press F1 or click F1 Search to display Search Results Grid for the customer(s) searched.
|
Last Name
|
Text Box
|
Enter the last name of the customer(s) to be searched.
The user can enter the Last Name either through the keypad on the right side grid or the keyboard and press F1 or click F1 Search to display Search Results Grid for the customer(s) searched.
|
Company Name
|
Text Box
|
Enter the name of the company whose customer(s) has to be searched.
The user can enter the Company Name either through the keypad on the right side grid or the keyboard and press F1 or click F1 Search to display Search Results Grid for the customer(s) searched.
|
Accounting Id
|
Text Box
|
Enter the accounting id of the customer to be searched.
The user can enter the Accounting Id either through the keypad on the right side grid or the keyboard and press F1 or click F1 Search to display Search Results Grid for the customer(s) searched.
|
Marketing
|
Text Box
|
The user can select a value through the keypad on the right side grid and press F1 or click F1 Search to display Search Results Grid for the customer(s) searched.
The following scenarios are available as an option:
All-To search for all the users setup in the system.
True-To search for the users with Is Marketing enabled.
False-To search for the users with Is Marketing disabled.
|
Phone Number
|
Text Box
|
Enter the phone no. of the customer to be searched.
The user can enter the Phone Number either through the keypad on the right side grid or the keyboard and press F1 or click F1 Search to display Search Results Grid for the customer(s) searched.
|
Mobile Phone
|
Text Box
|
Enter the mobile phone of the customer to be searched.
The user can enter the Mobile Phone either through the keypad on the right side grid or the keyboard and press F1 or click F1 Search to display Search Results Grid for the customer(s) searched.
|
Active
|
Drop Down
|
Select one of the following scenarios:
All - To search for all the customers setup in the system.
True - To search for the customers with Active option enabled.
False - To search for the customers with Active option not enabled
|
Zip Code
|
Text Box
|
Enter the zip code of the customer to be searched
|
Search Results
|
Code
|
Grid
|
Displays the code of the customer (s) searched.
|
First Name
|
Grid
|
Displays the first name of the customer(s) searched.
|
Buttons
|
F1 Search
|
Text Box
|
The button enables the user to search for the existing customers.
Specify the Search Criteria, if any, by entering/ selecting the required values and click the search button. The search results are displayed in the grid.
If the user does not enter any value against the Search Criteria all the existing customers are displayed in the grid.
|
F2 Clear
|
Button
|
The button deselects the selected row in the Search Results grid.
|
F3 New
|
Button
|
The button enables the user to setup a new customer. Click on this button to open the Customer screen. For details of the setup refer the Customer section in the Management Console manual.
|
F4 Edit
|
Button
|
The button enables the user at the POS to update the details of the customer setup. Click on the button to open the Customer screen and edit the information.
|
F6 Copy
|
Button
|
The button copies the content of the selected row in the search results grid to the data setup screen.
|
F7 View
|
Button
|
The button opens a customer screen for the selected row in the read only mode.
|
Ok
|
Button
|
Click The button after selecting a customer to specify the customer for the current transaction at POS.
|
Cancel
|
Button
|
The button closes the screen.
|