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I am responsible for handling Customer Accounts | |
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Getting Started > Getting Around > Learning The System > I am responsible for handling Customer Accounts |
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Introduction
This section is designed to assist users in all industries who are responsible for creating and maintaining customer accounts, to learn how to operate Amicus for their role. Some of the advice given below will be more or less relevant to your individual situation and will depend on your individual configuration and hardware.
As a standard user, there are a few common tasks which you will likely be required to perform, as follows;
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Step 1 - Getting Around - Most standard users will have access to a variety of screens. The most common of which is the "Main Screen" . From here, you will be able to access all other Amicus functionality, provided that you have sufficient security rights to do so. Refer to the Managing Roles article for more information on security rights. If you are new to Amicus, it is recommended that you read the article Main Screen , once you are happy with navigating your way around the main screen, please continue reading.
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Step 2 - Cusomter Account Maintenance - There are many aspects to customer account maintenance. Please select articles that are relevant to your specific role from the list below;
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Add And Edit Customer (recommended )
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Details Tab (recommended )
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Other Info Tab (recommended )
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Addresses Tab (recommended for businesses with customers that have multiple addresses )
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Card Tab (recommended for businesses that use Customer Cards )
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Credit Limit Tab ( recommended for businesses that allow customer credit and enforce limits )
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General Orders Tab (recommended )
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History Tab (recommended )
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Hire Tab (recommended for businesses with Hire products )
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Repairs Tab (recommended for businesses who need to log and track repair tasks )
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Transactions Tab (recommended )
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Prices Tab (recommended for businesses who apply special prices to individual customers and groups )
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Loyalty Tab (recommende for businesses who run customer loyalty programs )
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Standing Orders Tab (recommended for businesses that have customers with standing orders )
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Contracts Tab (recommended for businesses that have contracts with their customers )
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Logins Tab (recommended for businesses that also use the online Storefront. Refer to the Coming Soon article for more information )
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Add And Edit Customer Groups (recommended for businesses that group their customers for pricing and reporting purposes )
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Editing Customer Details (recommended )
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Viewing Customer Details (recommended )
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Print Customer Statements (recommended )
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Edit Or View An Order Or Quote (recommended for businesses that provide quotations to, or receive orders from customers )
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Customer Order Allocations (recommended for businesses that allocate individual products to quotes )
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Receive A Payment (recommended )
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Pay Single Invoice (recommended )
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Reversing A Customer Payment (recommended )
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