In The Edge new customers will primarily be entered using the Point of Sale window as described in the section entitled Gathering Customer Information at Point-of-Sale. Alternatively, and to include more detailed data, you can use this Add New Customer function. This method will take longer, but will allow you to include much more detail. Required fields are determined by your System Options.
To add a new customer to your Edge database:
1. Select the Add tab from the Customer menu. The Edit Customer <<New Customer>> window will appear with the General tab selected.
2. Populate the fields in each tab as described in the section entitled Working with Customer Records.
3. Select a save option.
Depending on your System Options, The Edge may check to see if there is a similar record before proceeding with creating a new one or creating a new spouse record. If there is record in The Edge that is similar:
1. The Possible Customer Matches screen will appear with a listing of possible and probable matching records.
2. From here, choose from one of two options: select a customer from the list or add a new customer record based on the data entered to date.
a. If the desired customer appears in the list, select the record and Select Customer.
b. You will be prompted to confirm your selection, and any information you added to that point will be incorporated with the existing record.
c. If there is a conflict, you will be prompted to choose the correct data.
d. Check Take to copy the Updated Customer Information into the existing record and delete Current Customer Information. In this example, it would delete a good deal of data.
e. Select Swap primary and secondary customer info to make the spouse/partner be the primary account holder.
f. Select OK/Save and Close; the record will be saved.
3. Notice that inactive customer records are highlighted in gray. If you select one of those, you will be prompted to make the record active.
4. If the desired customer is not one of the possible matches, select Add New and complete the entry.
|
|
This feature will help you avoid creating duplicate customer records, but you might also search for the customer before adding him. If no match is found, use the Add button from the resulting customer list window. This will auto-fill your search criteria into the appropriate fields. For example, if you searched for customer Woodrow Wilson and found nothing, press the Add button would automatically fill in the first name field with Woodrow and the last name field with Wilson. |
|
|
|
Wish List, Activity, and Balances tabs do not apply to new customers. | |
