Working with Cards

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Working with Cards

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Desktop Order Entry System allows for both the creation of new customer cards and editing of existing cards during a sales transaction.  This feature can be is useful as customer details can be altered directly in Mobileezy and automatically update in the Accounting System when the datalink is run.

New customers can be created and existing customers edited from the sale transaction form.  These will be exported to the Accounting System when the datalink is run.

 

Creating a new card        Creating a new card

To create a new customer card:

1.From the Transaction tab press either the New Sale or New Visit button.
2.Press the New Customer button
3.Select the card type - Company or Individual
4.Enter the Company or individual name
5.Select the address type (BillToAddress or ShipToAddress) from the location drop down list.
6.Enter the address details (Address, Suburb, State, Postcode and optional contact details) for the selected address type.
7.If there is a second address, select this from the location drop down list and then enter the second address details.
Screenshot of creating a new card
Creating a New Card

Editing customer cards        Editing customer cards

To edit an existing customer card:

1.From the Transaction tab press either the New Sale or New Visit button.
2.Select the Customer from the customer drop down list
3.Press the Edit Customer button
4.Make changes to the customer as required and press the OK button.
Screenshot of editing the customer
Editing a Customer Card

Note:  The Card Type and Card Name cannot be edited.

See Also:

Cards

Running the Datalink

Sales Transactions in DOES