From the Main Menu, select SYSTEM MAINTENANCE, then Customer Maintenance. The following menu will appear:
█ Golden Opportunity ♦ Customer Maintenance - 1001 total customers █
█ 1) Add a Customer 6) Print Customer By Type █
█ 2) Edit a Customer 7) Choose the Next Customer No. █
█ 3) Delete a Customer 8) Convert Names █
█ 4) Open/Edit Charge Accounts 0) Return to Previous Menu █
█ 5) List Customers █
▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀ <Esc>=Quit ▀▀▀
Note that the menu title reports the total number of customers.
Each of the menu options allows you to perform a specific task with customer information. Each step in this procedure describes how to perform a task:
Add a Customer — If the customer information has not yet been entered on the system, choose this option. Also use this option to open a charge account for an existing customer. To add a customer record, see step 2.
Edit a Customer — To change customer profile information, such as the name or address, choose this option. To edit customer information, see step 3.
Delete a Customer — If the customer record is no longer needed on the system, the record can be deleted. To delete a customer record, see step 4.
Open/Edit Charge Accounts — To change a charge customer's aged balances or other charge account information, you can change the amounts directly with this option. To edit a customer's balance, see step 5.
List Customers — You can view a list of selected customers on the screen. To view the customer list, see step 6.
Print Customer By Type — You can print a list of only those customers with a specific Customer T ype. To print customers by type, see step 7.
Choose the Next Customer Number — Assign the starting customer number for newly added customers.
Convert Names — This option allows you to convert your mailing list to all-capitals (e.g. JOHN SMITH) or mixed upper- and lower-case (e.g. John Smith).
When you have finished adding, editing, or printing customer records, choose <0>, Return to Previous Menu.