Help:CRS-Customer File Maintenance
This option is used to add, change and remove Customers. The Customer File controls the Containers which are in storage, and which Types of containers that can be entered for the Customer. It contains the necessary information to bill the Customer for the Monthly Storage Charges, Misc Charges and Recurring Monthly Charges. An Entry for each Customer must be made in the Customer File before any other entries can be recorded for a Customer.
The Customer Name File can be displayed on this screen in two different sort orders - By Name and By Customer Number. Press the respective tab to show the file in the desired sorted order. The fields at the beginning of each tab are locator fields. Type in the name or number to be found, and the screen will display the file starting with the closest match to what has been typed.
[ Short Listing ] Press this button to print a one line listing for each Customer. This report will contain the Customer Number, Name, Contact and Phone Number only. It will be printed in the sorted order of the respective tab.
[ Full Listing ] Press this button to print a complete listing for each Customer. This report contains the short listing's information plus the full address, and it also includes the Container Types with their totals for each Customer. It will be printed in the sorted order of the respective tab.
[ Insert ] Press this button to add a new Customer. See Update Customer Name File
[ Change ] Press this button to change the highlighted Customer. See Update Customer Name File
[ Remove ] Press this button to remove the highlighted Customer.
[ Close ] Press this button to return to the menu.
[ Help ] Press this button (if available) or the F1 key to view the Help text for this window.
