SalesMate + Customer Menu

Add Customer

 

Edit Customer

 

Delete Customer

 

Find Customer

 

Add Customer

Customer

 

POS Retail Customers

Customer  

 

This menu is used to add a Customer. The customer is identified with a unique number. You can browse picture of the customer by clicking on Browse button. The Browse window is as shown in Fig. 24 A. After Browsing the image, Browse option will change as Clear option to clear the image. You can add all the details of the customer using this Add Customer menu. If you need new category click on New Category button. When you click on New Category button, Customer Category window will appear.

By default Date (Membership)  will be the current date and Membership Expiration date should be after the current date. You can change both the dates.

Charge Membership Fee and Charge security deposit given in Default settings will be automatically loaded here. If you want to change them please check/uncheck the checkbox.

Shortcut key for Add customer is Ctrl+A.

When you click the Add Customer menu, a dialog box will be provided for entering the customer details as shown in Fig 24. The membership form of Add customer is as shown in Fig 24 B.

Fig 24: Add Customer Screen

Fig 24 A: Browse window

Fig 24 B: Membership Form

POS Retail Customers  

This menu is used by Wholesale shop owners to add details of their retail customers. This menu contains customer TIN (Tax Identification number) number and CST(Central Sales Tax) number. These are needed only for customers from kerala,India. This details are included in the bill.Provide the details here and click save button to save the customer details.

 POS Retail Customers Dialog Box is as shown in Fig 92 .

Fig 92: POS Retail Customers Screen

Edit customer

By using this menu you can edit customer. When you click the Edit Customer menu, Search customer dialog will be displayed. Using this window you can search and select customer. After selecting Customer, click on Edit button/double click on selected customer to edit the Customer. While clicking on Edit button Edit customer window will appear.

Search Customer Dialog Box is as shown in Fig 25. Edit customer Window is as shown in Fig 26. After making necessary changes click on Update button to save the changes to the database.

 

Fig 25: Search customer Screen

Fig 26: Edit Customer Screen

Delete Customer

 

By using this menu you can delete customer. When you click the Delete Customer menu, Search customer dialog will display. Using this window you can search and select customer. After selecting Customer click on Delete button/Double click on selected customer. While clicking on Delete Button Delete customer window will appear. You can delete the customer from Delete customer window after confirming the customer.

If the Customer have a balance amount then a message box will appear as like in Fig 28 A. Again if you want to delete the customer click on Yes. If the Customer conduct any Sales or close/cancel Transaction then it will ask to take the backup as shown in Fig 28 B. If you have not taken the backup, you will loose all the sales and close/cancel transactions of the customer. If the customer conduct any Open transaction then a message will appear as shown in Fig 28 C. If the customer doesn’t have any balance amount from sales and transaction then another message will be asked as shown in Fig 28 D.

 Search Customer Dialog Box is as shown in Fig 27. Delete customer Window is as shown in Fig 28.

Fig 27: Search Customer Window

Fig 28: Delete Customer Window

Fig 28 A: Balance Amount Message

Fig 28 B: In the case of open transaction

Fig 28 C: In the case of Close/cancel Transaction and Sales

If you click on Yes then Browse window will appear and you can select the path to save database from there.

Fig 28 D: Confirmation of deletion

Find Customer

This Menu item allows you to find out a particular Customer. If you want to see all the customers, you can select the Show All Customers. You can search a particular customer using Customer ID, First Name, Last Name, Phone No., Category Name and amount of Balance or any combination of these fields. For Eg: you can find out customer using Customer ID, First name and Balance. If you want to clear all Identification fields as well as list, then click on Clear Fields button. After selecting a particular customer Click on Show Details button/double click on selected customer to show the details of the Customer. The Output is as shown in Fig 29 A.

 Find customer screen is shown in Fig 29.

Fig 29: Find Customer Screen

Fig 29 A: Output of Find Customer