Allows additions,
changes, and deletions to the mailing list, as well as allowing you to add or
change a default zip code to a city and state that will be entered
automatically when adding new names to the mailing list.
The "Name" field will allow 40 characters.
Adding a Customer: Enter the customer's last name, comma,
and then the first name (i.e. SMITH, JOE). When labels are printed, the name will be
printed as JOE SMITH. This will default the customer type to whatever you have set
up in SYS, Config File, Change Misc. Configurations, number
5000, "Default code on mailing
list."
Note: If you do not enter the
comma, the customer type will default
to a "C," under the assumption that it is a church. If the customer is a
church, do not enter a comma. This will default the customer type as a
"C," allowing you to pull up customers that are churches.
Note: To add a name
such as Joe Smith, Jr., enter the last name, space, Jr., comma, and then the first name.
(Example: SMITH JR., JOE)
Changing or Deleting a Customer: At
"Mailing List Lookup," you can search several ways, as follows:
- Enter the name to be changed/deleted exactly as it is entered in MLM and then select
"By Name=F6."
- Enter a ten-digit telephone number and select one of the phone
options.
- Enter the zipcode/name and select "Zip/Name=F9."
- Enter the Email address and select "EMail=F11."
Note: For Windows users
who have purchased the ODBC add-on product, there is a field (hidden from the user)
that reverses the customer name, including the title. This is useful for
customizing reports when the full name in normal order (title, first name,
last name) is
desired. This requires using the XFD files.
Address 1 and 2
Enter the customer's post office box number, route, or street address.
Each of these fields allows 30 characters.
Zip, City and State
Enter the customer's zip code. If that particular zip code has been set up for
default, the city and state will default into this field. If the zip code has not
been set up to default, a window will pop up for you to do so. After
you have entered the
city and state, select F5-Options and Save. The next time
this zip code is entered, the corresponding city and state will default.
The "Zip Code" field allows 9 characters, the "City"
field allows 20 characters, and the "St" field allows 2
characters.
Email
Enter the customer’s Email address, if available.
After pressing <Enter> at this field, the cursor moves to the "Screen
2" command button, allowing you to proceed to customer History and Miscellaneous
information.
Anniver
This
allows you to print labels based on customers’ anniversary dates.
Telephone
Enter the customer's area code and telephone number. This field allows 10 characters.
Telephone 2, 3, 4
Enter the area code and telephone number where the customer may be reached if not at
home, cell phone number, etc.
Cust. Type
Enter up to eight codes. (You choose and assign the codes.)
Examples: C = Church, I = Individual, P
= Pastor, V = Video Rental Customer.
If a comma is used in the name field, the code you have set up in SYS, Config File,
Change Misc. Configurations, number
5000
("Default Code on Mailing List"), will automatically be placed in this
space when you press <Enter>.
If a comma is not used in the name field, a "C" will default.
You may enter your own limiting codes, using any letters of the alphabet or symbols on
the keyboard except the semicolon. This gives up to fifty-seven different codes you
may use. You may use up to eight different codes for each customer.
Limiting codes can be used for various mail-outs, in order to target certain types of
customers. (The department purchases that are tied to the mailing list make it
possible for you to target customers who have purchased certain types of items.)
Freq. Buyer #
Enter a frequent buyer number that you assign. (For instance, you might use the
customer’s telephone number, or the last four digits of the telephone number.
At the window, enter the discount amount that you will give this customer when items
are purchased, enter an expiration date of the discount, and select the
"Continue" command button.
The Frequent Buyer routine is set up at SYS, Config File, Change Misc. Configurations,
number 4039, "(F)req
Buyer / (D)isc Rtn."
| F |
Sets up the frequent buyer routine at the beginning of a transaction,
allowing designated discount for each item sold. |
| D |
Will disable the frequent buyer routine. |
Related A/R #
Press
<F3> for “A/R Look-Up.”
Highlight the correct account, select OK, and the A/R account
number will be transferred to this field.
This could be useful in determining if the total sales of the
membership of a particular church would warrant a discount to the church
account.
You could run the MLT (“Related A/R
Accounts Report”) to see the total sales tracked to the church account.
No unsolicited email
Check
this field if the customer requests no unsolicited emails.
Returned Checks
Check
this field if the customer has returned checks. A warning message will appear at POS the next time the
customer is making a purchase.
Shelved Spl Order
This
field is updated when an item was received, but later flagged with a
“Shelved” status using the IVSO
program. It will alert you that
the customer failed to pick up a special order, and it was returned to the
floor.
Screen 2 - History & Misc.
(1) Add a zipcode with corresponding city and state, (2)
change the city and/or state of a zipcode that is already on file, or (3)
delete a zipcode from the files.
Note: Enter all zip codes used in
your area. When entering a new customer on the mailing list, enter the zip code and,
if the zip code has been set up previously, the city and state will default into the
"City" and "St" fields. If the zip code has not been set up, a
window will be displayed, where you may enter and save the city and state default
information for this zip code.
