The Customer Manager is a multi-purpose utility providing customer report and management. The report displays by default the list of active customers (new or updated customers) for the current day. The system displays orders in reverse chronological order (LIFO method).
| Parameter Name | Description |
| Date Range |
Set the date range and click 'Run' to generate a report for any desired date range. |
| Search | In addition to
the date range, you may search for customer(s) by order number, name,
phone, e-mail address, country, state or postal code. How to search: Select the desired search parameter and enter the desired value in the search field. When a search parameter is selected, the date range automatically expands to 30 days even when date range override is not used. You may also override the date range specified by clicking the 'Override Date Range' check box. In this case, all data available in the system will be searched. Date range override is applicable only when a search parameter is selected. This prevents the report from returning very large and unwieldy data sets. Search strategy: - Order Number: The system will attempt to find the customer corresponding to the order number (automatically overrides date range). - Name: Linguistic approximation is used for name search to better help you find a specific customer, even without having a full name available. For example if you were looking for a customer named 'Holmes', the system will match the following names: 'Helms', 'Halms', 'Holis', etc... Dr Watson will not be found, however, until you specified 'Wat' or 'Wetsen'. ;-) - Phone: A 'left match' is performed (for example, '715-677' will locate all numbers starting with '715-677'). - E-Mail: A 'left match' is performed (for example, 'John' will locate all e-mail addresses starting with 'John'). Note: in all searches above, the date range is used except for 'Order Number' search. - Country: A 'left match' is performed (for example, 'US' will locate all 'bill-to' country codes starting with 'US'). - State/Province: A 'left match' is performed (for example, 'CA' will locate all 'bill-to' state/province codes starting with 'CA'). - Postal Code: A 'left match' is performed (for example, '90' will locate all 'bill-to' postal codes starting with '90'). Notes: - When applicable, a message displays the current search parameters above the report listing. - Searches are not case-sensitive. |
| Override Date Range | Check this box if you want the report to override the date range specified and search the entire database. This feature is active only when a search parameter is specified. |
| Screen Size | Use this selection box to select the number of records to display on one screen. Additional pages can be viewed by clicking the '>>' button. Clicking the '<<' button (when displayed) will take you one page back. |
'Data filters' are cumulative, in other words, if you specify a date range (required) and a customer name, the system will process only for the records matching ALL specified parameters. An exception to this rule is the 'order number search'. Since all order numbers are unique, the system will disregard all other specified parameters.
Detail Fields:
| Field Name | Description |
| Look-up Button |
The look-up button (magnifier icon) displayed to the left of the order list is used to drill-down to the customer details page. The customer details page allows customer information management actions such as updating address, phone number, and other account information. |
| Customer | The customer number. This is a unique number assigned by the database. The order number sequence may not be continuous if name or phone filters are used, since this number represents the record's sequential number in the database. |
| Company | The company name entered by the user. |
| Phone | The customer phone. |
| The customer e-mail address. | |
| Last Order | Date/time of last order. |
| Orders | Number of orders for this customer. |
| Total | Total amount of valid orders for this customer (new, posted or shipped). |
| Command Button | Action |
| Run | Runs the report. Click run to refresh the report after modifying report parameters. |
| Prints the data displayed on the screen. | |
| >> | Next page. This button is displayed only if more data is available. |
| << | Previous page. This button is not displayed on the report's first page. |
| Cancel | Exit the screen. |