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| CSR Menu Screen (Transaction) |
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| Purpose: Customer Sales
Representative Screen. This menu is an old school menu system that
actually makes perfect sense. Because it allows users to access the most
common procedures and options to perform the day-to-day task. After
completing any option, the system returns the user to this menu screen to easily make
another selection. Rather than making the user pull down the menus, it's
much easier using this style menu system. |
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| Access Menu: (start form
Main Menu Screen) |
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| Menu Options Section |
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| Navigation Notes: |
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Hot Key.. is the 1st character of
each option.
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Just simply press the hot key on your
keyboard to activate that option.
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Mouse.. Use your mouse to point and
click.
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Tab.. Use the TAB key to browse
each option.
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1. Work Order, select this to
create a new work order for any given customer. The next step would be
option 5 Confirm Orders. |
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2. Quote, select this to create a
new quote order for any given customer. The next step would be convert or
cancel using option 7 Edit Order. |
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3. Sales Order, select this to
create a new sales order for any given customer. This skips the work order
process. Act's as if this order has been confirmed. Next step is option 6
Post Shipments. |
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4. Return, select this to create
a new return order for any given customer. Next step is option 6 Post
Shipments. |
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5. Confirm Orders, select this to
confirm the completion of work orders. Next step is option 6 Post
Shipments. |
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7. Edit Orders, select this to
edit any of 5 types of orders. work, quote, sales, return or back order. |
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I. Inquiry Orders, select this to
inquiry any of 6 types of orders. work, quote, sales, return, back order
or invoice. |
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| S. Post Sales Calls, select this
to post sales calls. |
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| 8.
Customer File, select this to inquiry or edit any customer. (same
as File pull down) |
| 9.
Inventory File, select this to inquiry or edit any inventory item.
(same as File pull down) |
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A. Post Cash Receipts, select
this to post payments for any given customer. |
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B. Post Credit Memo, select this
to post credit memos for any given customer. |
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W. Post Write-Off, select this to
post write-offs for any given customer. |
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| C. Inquiry Cash Receipts, select
this to inquiry payments and credit memos for any given customer. |
| D. UnDo Cash Receipts, select
this to undo or charge back payments and credit memos for any given
customer. |
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E. Apply Credit's, select this to
apply open credits for any given customer. |
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6. Post Shipments, select this to
post shipments for any given sales order or return. |
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| F. Edit Invoice, select this to
edit invoices for any given customer. |
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| V.
Vendor File, select this to inquiry or edit any vendor. (same as
File pull down) |
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| Access Option |
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Prompt Customer Name 1st.. select
this to make the "Customer Name" prompt come 1st during customer access
screens.
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Prompt Acct Number 1st.. select
this to make the "Account Number" prompt come 1st during customer access
screens.
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This option is unique for each user.
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