Purpose

The Customer Quick Set Window is used to configure options for multiple Customers, Customer Accounts and Loyalty Customers. Customer Quick Set will only apply changes to the currently filtered Customers, Customer Accounts or Loyalty Customers.

 

Figure 3.7 Customer Quick Set Window

 

Figure 3.7.x Customer Quick Set Fields

Command	Description
Options	Do Not Deliver The Do Not Deliver option will be Quick Set. Bad Check The Bad Check option will be Quick Set. Allow Charge The Allow Charge option will be Quick Set. VIP The VIP option will be Quick Set. Returned Mail The Returned Mail option will be Quick Set. Require Approval The Require Approval option will be Quick Set.
Loyalty Plans	Up to 4 predefined Loyalty Plans may be Quick Set.
Loyalty Plan Statistics	Loyalty Plan The selected Loyalty Plan will be Quick Set. Options Current Points The Current Loyalty Points will be Quick Set. Total Points The Total Points will be Quick Set. Coupons/Disc. Issued The Coupons/Disc. Issued will be Quick Set. Coupons/Disc. Redeemed The Coupons/Disc. Redeemed will be Quick Set. Discount Amount The Discount Amount will be Quick Set.

 

 

Figure 3.7.1 Customer Quick Set Window Commands

Command	Description
Close	Closes the Customer Quick Set Window.
Quick Set	Commits changes set in the Customer Quick Set Window.
Delete	Deletes the currently filtered list of Customer Accounts.

 

Procedure to Quick Set

▪ Find the Customers, Customer Accounts or Loyalty Accounts to Quick Set.

▪ Select the options to Quick Set.

▪ Click Quick Set.

Related Topics

Job Right ‘Office - Accounts’