Exporting Customer to MBKS Form

The Marketing interface allows you to export your prospect database and load the prospects into MBKS.

Export customers to MBKS Form

This form is displayed when you click Manufacturer systems (Module) and MB.Mercedes-Benz (Company) > Menu - Sales > Customer export for MBKS.

Menu Bar and Toolbar

Menu bar	Toolbar	Action
File > Exit		Returns to the Menu - Sales menu.
Export > Start		Start the extract and export of the customer interface.
Help > Help		Displays this help topic in a web browser.
Help > Help about	-	Displays version and copyright information.

What to convert

Marketing company: Determines the marketing company to be used for the customer export.

Record selection

Note: Defines the user identifiers to be used as the basis for the data export to MBKS.

• User ID: Only customer that are specific to the user.
• All accessible: All customer that the user has access to.
• All: All customers.

Cost center selection: Displayed list of valid cost centres.

• A: Administration
• C: Credit control
• D: Daily rentals
• P: Parts
• S: Vehicle sales
• W: Service & Bodyshop

Customer status: Displayed list of available customer statuses.

• C: Customer
• F: Former customer
• P: Prospect
• R: Repeat customer
• V: VIP customer
• X: Records for deletion

Progress

Note: For information an export gauge is displayed to help determine the extraction progress.

To select a Cost centre or Customer status

1. Clicking a Cost centre or Customer status highlights the selection as being required for use by the export.

2. Clicking an already hightligthed Cost centre or Customer status de-selects the selection as being required for use by the export.