Every transaction in Cash Register Express uses a specific customer, and each customer must have a customer number. The default customer is Customer #101 (Cash Customer). Businesses who are running a cash business, such as a convenience store, that don't need to store customer names or addresses should use Customer #101. However, stores such as video stores or restaurants may want to keep their customers' names, addresses, and telephone numbers on file. These stores should use Customer Maintenance to add and edit customers.
The Cash Customer is a necessary customer to have. Do not edit this customer. If this customer gets edited or in any way deleted, you must replace it by running the Check Database utility in the File menu of the Login Screen (See Chapter 1: Setting Up Cash Register Express).
Customer Maintenance allows you to create and update customer numbers for a customer. To access this screen from the Modern Invoice Screen, select Customer Maintenance from the Tools menu or from the Administrative menu under Options.
To access this screen from the Traditional Invoice Screen, select
Customer Maintenance from the Inventory menu. You can also press
To add a customer, click on Add or press
The General Info screen is displays all the general information about a customer, such as name, address,
and phone number. To access this screen, click on the General Info tab or press
This is the unique identifier for a customer. Every customer MUST have a customer number. Customer #101 is the default cash customer and cannot be changed. Customer numbers can be up to 10 digits long and can contain any alphanumeric characters. Some common customer numbers are phone numbers or a zip code followed by the first three letters of the customer's last name. NOTE: Do not use any punctuation or spaces, except for the underscore (_), as part of the customer number.
This is the selected discount level for the customer. Click on the arrow to drop down the box for more choices. The default discount level is "A". The discount levels correspond to the levels specified under the Setup menu. Each time an inventory item is selected for a customer invoice, the price will be based upon the customer's discount level. NOTE: You can override Setup discount levels for an inventory item.
Tax Exempt (Y/N):
This indicates whether or not the customer is tax exempt. If a customer is tax exempt, click on the box to put a check in it. If the customer is not tax exempt, leave the box empty.