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DATAFORCE
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Patent 6,901,380 & Patents Pending |
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The Customer Form
Customer contacts, orders, and their vendors' customer numbers are
consolidated in one place.
Since the current order on the Orders form is with Little Shop of Hors
D'oevres, the application anticipates that this is the customer record that will be needed
when this tab is selected. In a similar manner, Hors' Doevres Inc., the parent company,
would become the current record if the user selects the Parent tab.
Click
the Parent, Customer, Vendor etc.. tab to view the different forms. Points of interest
are noted below each form.
Jump to an order with details
by double clicking an order from the OrdersList tab
Double clicking a contact's name on the Contacts
List jumps to the contact's detailed record.
Assign Customer Numbers and qualify a customer
for a vendor's price list. Up to six price lists can be maintained with descriptions like
"wholesale", "distributor", or "Zone 5". Any number of
contract prices are allowed.
Assign a representative to the account for
commission tracking and reporting.
Hyperlink to the customer's web page or to a
local document using the URLink.
Report Item Sales Totals, Item Sales by Month,
comparative sales, and
open
orders from the customer's perspective.
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