Customer

Revised: Wed May 18, 2016

The Customer form has many rich features to help you keep track of the people who help keep you in business. Currently, DataWorks only sends and receives customer data with Microsoft POS. Additionally, DataWorks provides a licensed module which supports MICROS Symphony I, II and MICROS 9700 systems.

Besides keeping all the normal information about customers, DataWorks allows you to define Price Level's for loyal customers, assign Attributes for tracking customers, and view sales history. You can even attach an  8 x 10 glossy to stare at, in case George Clooney is a customer.

Users working with customers should have Employee Rights that allow them to add, edit or view customers.

You can use the Customer find form to search for a particular customer. Learn how.

Access the Customer Form

• Step 1: From the main menu, select Config.
• Step 2: Scroll down to Customer and select it.
• Step 3: Select Customer from the submenu.

Create a New Customer

The Customer form is feature rich to make sure you can gather all the information needed.

• Step 1: Click the New button in the main toolbar to create a new customer.

Section 1: Name Info

This is were the user will enter the customer's name. They can also enter a company name if needed. Learn how.

Section 2: Type / Category / Store

Users can assign a type, category and primary store to a customer. Learn how.

Section 3: Address Info

This is where the user will enter the main address information. Learn how.

Section 4: Phone / Email/ Web

This section allows the user to enter several phone numbers, a fax number, as well as email address and web site. Learn how.

Section 5: Hyperlinks

The Hyperlinks section gives the user access to additional configuration options. Learn more.

Edit Customer

Delete Customer

See Also