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Customer File Routines

 

The Customer File Routines option from the Main Menu gives access to the Administration Database from the Retail system.

 

Accessing Customer Files

From the Main Menu:

 

Select Customer File Routines

 

Select Create/Amend/Delete Customer. The Customer File Filter Screen now appears as below.

 

CustFileFilter

 

From this screen you can search for membership details by selecting the appropriate tab at the top of the filter screen.  The six different methods of searching for membership details are:

Address Code

Membership Number

Surname

Company Code

Membership Card Number

Postcode

 

When you have located the record you require, you can select F3 - Accept to go into the record and make any changes required.