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Customer Admin menu

The Customer Admin menu allows the user to set up, maintain, and review customer data including personal information, ID types, house accounts, purchase histories, and an assortment of useful customer lists.

Note: A user must be granted the Customer Admin permission to view/use this menu.

Select the desired Closedmenu option to display the corresponding resource.

Customer Look-up window

Overview of (customer) screen

Customer Information for (customer) screen

Transactions for (customer) screen

Layaways for (customer) screen

Products on Hold for (customer) screen

Special Orders for (customer) screen

Work Orders for (customer) screen

Memberships for (customer) screen

House Account for (customer) screen

Signed Waivers for (customer) screen

Sales Orders for (customer) screen

House Account List screen

Best Customer List screen

Customer List screen

Customer Sales screen

Alias ID Update screen

Deposit List screen

Emails Sent screen

 

 

 

 

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