Company Records

The Company Details (n) form enables you to create a company record via Point-of-Sale.

Creating a Company Record

If, at any step in this procedure, an info box containing the message Starting postcode daemon is displayed, it eventually closes automatically and you can then continue with the procedure.

To create a company record:

1. Select the required company in the right New product box on the Service Point Of Sale form and click the Customer ellipsis button .

   Note: If you return to the Point Of Sale form from another form, you must reselect the required company because it reverts to a default.

   The Customer Word Search form is displayed.

2. Enter the company name in the Text to locate customer box and press the TAB key.

   The buttons in the Create options group become active.

   Tip: If the buttons in the Create options group remain dimmed, click Search to display the Customer Search form and click Cancel to return to the Customer Word Search form. The buttons in the Create options group then become active.

3. Click Company.

   One of the following happens:

   1. The Company Details (n) form is displayed.

   2. A Confirm input dialog box displays the prompt, Postcode not entered, continue creating company record?

      1. Click Yes.

         A Select Item From List (Available branch defaults) menu is displayed.

      2. Select a branch.

         The Company Details (n) form is displayed.

   3. The Postcode lookup form is displayed.

      1. Enter a Postcode and click OK.

         A Select Item From List (Which building) menu is displayed.

      2. Select the required building and click OK.

         You are returned to the Postcode Lookup form with Address populated.

      3. Click OK.

         If another address has the same postcode, a Companies with the same Postcode form is displayed, in which case either click Re-Enter to return to the Postcode lookup form and repeat the preceding step—but select a different building—or click Customer not in the list to proceed.

         A Confirm input dialog box prompts you to confirm that you want to use the selected address as the company name.

      4. Assuming you have the correct address, click Yes.

         The Company Details (n) form is displayed.

4. Enter the required details and click Save.

   A Confirm input dialog box displays the following message:

   Overwrite customer details with account name and address

5. Do one of the following:

   1. If you want to preserve the original details, click No.

      If you entered more that one phone (or fax) number, a Select Item From List ([address]) menu is displayed, from which you must select the required phone or fax number, and you are then returned to the Point Of Sale form with the Customer group populated. In that case, this procedure is complete and you can skip all further steps.

   2. If you want to replace the original details with the new details, click Yes.

      If you entered more that one phone (or fax) number, a Select Item From List (Service Rental Cash Sales) menu is displayed, from which you must select the required phone or fax number, and the Extended Vehicle Details form is displayed.

6. Enter the vehicle details and click New vehicle.

   You are returned to the Point Of Sale form and the new customer details populate the Customer group.

Company Details (n) Form

This form is displayed when you click Company on the Customer Word Search form. It enables you to create a company record in Point-of-Sale.

Menu Bar and Toolbar:

Menu bar	Toolbar	Action
View > Cancel		Operates in the same way as the Cancel push button
View > Save		Operates in the same way as the Save push button
Help > Help		Displays this help topic in a web browser

Name: Name by which the company is normally known

Address: Main office address of the company

Postcode: Postal area code associated with Address

Main: Principal phone number of the company

Other: Secondary phone number of the company

Fax: Fax number of the company

Website: URL of the company web site

Note: Do not confuse a web site address with an email address. An example web site address is http://www.adp.com/ whereas an example email address (fictional) is fred_bloggs@adp.com

Telex: Telex number of the company

Source of business: How the customer has heard about your dealership, for example Existing Customer

Language: Principle language of communication with the company

PUSH BUTTONS:

Cancel: One of two things happens:

1. If you have made changes (after you last clicked Save) a Cancel requested dialog box displays the message Changes have been made, which will be lost. Are you sure? If you click Cancel (on the dialog box), you are returned to the Customer Word Search form, enabling you to continue editing. If you click OK, you are returned to the Customer Word Search form and any changes (after you last clicked Save) are lost.

2. If you have made no changes (after you last clicked Save) you are returned to the Customer Word Search form.

Save: A Confirm input dialog box displays the message Overwrite customer details with account name and address. To update the customer record, click Yes otherwise click No. One of two things then happens:

1. If there are any inconsistencies in the saved details, an untitled form is displayed containing the details and you click Continue to display the Extended Vehicle Details form, enabling you to create the vehicle record linked to the customer.

2. If there are no inconsistencies, you are returned to the Point Of Sale form with the Customer group populated with the new details. However, if you have entered several phone numbers, a Select Item From List (Service Retail Cash Sales) menu displays them and you need to select one to display the Extended Vehicle Details form, enabling you to create the vehicle record linked to the customer.

Help: Displays this help topic in a web browser