Setup Retail Customer

Setup Retail Customer : Introduction to Setup Retail Customer.

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Setup Retail Customer: This form allows you to create Retail Customers.

SetupCustomerDatabase

Header Details

Country : Select the country name from the list.It is mandatory column can't be left blank.

State : Select the state name from the list.This list contains the state names according to the country selected.It is a mandatory column can't be left blank.

City : Select the city name from the list.This list contains the cities names according to the selected state. It is a mandatory column can't be left blank.

Location : Select the location from the list.It is a optional column can be left blank.

Branch : Select the branch from the list.

Membership No. : Select the membership no. from the list.It is a optional column can be left blank. It will be filled automatically. This number is unique and customers can be identified through this unique number.

Title : Select the title from the list.

SetupCustomerDatabase_HeaderDetails

First Name : Enter the first name manually.It is a mandatory column can't be left blank.

Middle Name : Enter the middle name manually.It is a optional column can be left blank.

Last Name : Enter the last name manually.It is a optional column can be left blank.

Date Of Birth : Enter the date of birth manually in specified format.For example : 12/05/06.

Marital Status : Select the marital status from the list.

Anniversary Date: Enter the Anniversary Date manually in specified format.For example : 12/05/06.

Gender : Select the Gender from the list.

Parent\Child : Select Parent\Child from the list.

Addresses : Enter the different addresses in the Address1,Address2 and in Addresses columns .All these columns are optional can be left blank.

House Number : Enter the house number.It is a mandatory column,can't be left blank . House Number, Location and City create a unique identity for a customer. This should also be unique.

Other Details- 1

Telephone Numbers : Enter the different telephone numbers in Telephone 1 and Telephone 2 columns manually.

Mobile : Enter the Mobile Number manually and not more than ten digits.

Fax : Enter the Fax number manually.

E-mail : Enter the email address manually.

Favorite Brand : Select the Favorite Brand from the list.

SetupCustomerDatabase_OtherDel1

Suggested Brand : Enter the suggested brand manually.

Receive Updates : Select Yes / No from the list.

Preferred Way To Contact : Select the preferred way from the list.

Draw Winner : Select Yes / No from the list.

Professional Details : Select the professional details from the list.

Company : Enter the company name manually.It is an optional column can be left blank.

Addresses : Enter the different office addresses in Office Address1 and Office Address 2 manually.These are optional column can be left blank.

Preferred Wear : Select the preferred wear from the list.

I Shop When : Select from the list.

Size : Select the size from the list.

Other Details- 2

Spouse Name : Enter the spouse name manually.It is an optional column can be left blank.

Feedback Collection\Ambience\Services : Select from the list.

Remarks : Enter the remarks in the provided text area.

Age : Enter the age manually.It is an optional column can be left blank.

SetupCustomerDatabase_OtherDel2

Buttons

Column Locks : Used to hide selected columns from the form.Click > Setup Retail Customer dialog box > check the columns which you want to hide > click save.

SetupCustomerDatabase_ColLock

Setup Retail Customer Dialog Box

Save : Used to save the changes made by user.Click > Confirm dialog box > click Yes to save the record .

SetupCustomerDatabase_Save

Confirm Dialog Box

Modify : Used to modify the existing records.Click > Retail Customer Search dialog box > make the changes according to the requirements > click ok.

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