Скачать или смотреть How to create a customer record in AAAPOS RetailManager

Customer records are used in AAAPOS RetailManager (formerly MYOB RetailManager) to:

■ record the name, address, phone number and email address of the customer

■ allocate a unique customer number to the customer

■ grade the customer for discount benefits or preferential treatment

■ display notes about the customer, which are useful for staff members who serve the customer

■ display an extensive history of the customer’s activity with your business, including general purchases and payments, lay-by purchases and payments, account sales and payments, special orders, sales orders and quotes, and deposits on sales orders

■ process quotes, lay-by sales, lay-by payments, sales orders and payments and special orders

■ issue and redeem credit notes and gift vouchers.

Customer accounts are additional to customer records and are used by customers to purchase goods on account from your store.