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Select the menu item Customers and then choose between By name, or By number. Customers will be listed in the specified order in tabular form. Use the scroll bar to move beyond the visible list. Select any line and then click the 'Details' button to see customer details. With this selected, the full details of the customer with the option to print a new membership card for an account is shown. Details can be altered and then saved by clicking the OK button. One option that can be changed is the stop tick box. Ticking this will stop further goods being taken by customers with unpaid bills.
The same form, sorted by name is shown when the customer select number, 1000380000 is entered at the sales screen, or a 'charge' or 'received on account' is requested without first selecting a customer. A member can be selected by clicking on a name with the mouse and then clicking the OK button; or scanning an account button.
Bear in mind that the Data Protection Act in the UK, and similar regulations elsewhere, may mean that personal data cannot be shared with other customers at the counter without the consent of the person involved.
The same form is used to select a customer: just scroll through and click on a customer and then press the Enter key. You can also scan or type in a Customer code followed by Tab or Enter.
To charge a sale to a customer, simply scan the customer barcode at some time during the sale, or using 'Customers|Customers by name', select the customer and then press the Enter key. Finally Charge the customer account by scanning the 'Charge' barcode or typing 1000034 followed by Tab or Enter.
To refund a customer for returned goods, scan as normal and then press the - (minus) key followed by the Tab or Enter key. The goods will be returned to stock. To return all the items 'sold' so far, press the minus key and then holding down the shift key, press Enter. Finally charge this to the previously selected customer by scanning the 'Charge' barcode.
If at any time the Charge barcode is scanned without selecting a customer, the 'Customers by name' screen appears and you can select a customer at that stage with a mouse followed by the Enter key. With the 'Customers by name' screen visible, it is still possible to scan a customer barcode for selection.
To make a payment off an account, with a customer selected, scan the 'Received' barcode or type 1000035 followed by Tab or Enter. The account balance will be shown as a total, and any amount paid in may be typed in. If this is just an enquiry, enter a zero followed by enter. It is possible to pay money into an account, when no money is owed. Simply press the shift key when pressing the Enter key. To return money paid in this way without purchasing goods, do an enquiry as above, but then type zero, and then hold the shift key down as you press enter.
The screen can also be manipulated entirely by keyboard characters: use the up and down arrows to move the selection up and down, or the page up and page down to jump through the customer names. Use the + sign to create a new customer and Control-I key to see customer details of a selected customer. If a customer barcode is scanned, this is returned as a customer number.
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