Customer Inquiry:
Throughout the system whenever you need to find an account the following screen will appear. You may find a customer by their Account number, Name, Street name, Phone number or House number.
Once the customer is selected the Customer Inquiry screen below will appear.
Features of the Customer Inquiry screen
q Lookup customers by account #, name, street, phone or house #
q Tracks the last 25 accounts that were looked up
q Buttons for previous & next account in customer list
q 11 data screens for each customer
q Edit button to edit customer data (with tracking)
q Delivery work order (will call order)
q Right click for list of orders taken
q Delivery dispatching
q Delivery history
q Right click for delivery charges setup
q Delivery analysts
q Instant statement
q Customer A/R ledger (Transactions)
q User messaging
q Email a message to the customer
q Previous changes display
q Totals by code
Tank Location Records:
q Allows accounts up to 99 tank locations
q Deliveries & service are posted to the tank location
q Payments are posted to the main account
q Account balance & credit status is maintained on the main account
Customer Comments:
q Unlimited comments
q Comment code for different comment reasons
q Promise to pay info and update
q Reminder (to do) system