Setup Customer Status

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bullet01 This form is used to define customer status example defining categories of customers etc.

 

bullet01 Setup Customer Status: Main Menu > Retail Customer Database > Setup Customer Status.

 

Toggle Icon Minus 17Main Menu

 

Setup Customer Status-2

 

Fig 1. Main Menu

 


 

Contents

 

bullet-arrow2   Creating Customer Status

 

bullet-arrow2   Deleting Customer Status

 

bullet-arrow2   Buttons

 


 

Creating Customer Status

 

bullet01 Customer Status: Enter the customer status manually, it is a mandatory column can't be left blank. Customer status must be unique.

 

bullet01 Short Name: Enter the short name manually, is a mandatory column can't be left blank. Short name must be unique.

 

LogicAFS-178

 

Fig 2. Setup Customer Database

 

notes

To save the data entered by the user, user have to press enter button and the cursor should be on next line in the grid.

 

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Deleting Customer Status

 

To delete the entry, there is Red Cross in the tool bar. Select the location and click on the cross. A delete confirmation dialogue box will come, press Yes to confirm deletion.

 

Setup Customer Status-4

 

Fig 3. The Delete Confirmation dialog Box

 

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Buttons

 

There are three Buttons available in the bottom of the Grid Order Button, Save Button and Close Button.

 

bullet01 Order Button: Click on order button > List To Order displayed. When click on order button the caption changes into Set in alphabetical order. Click on this button arranges the list into alphabetical order.

 

bullet01 Save Button: Click  to save the changes made by user.

 

bullet01 Close Button: Click to exit.

 

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