Keystroke Point of Sale Help

Database Manager - Customer Database - Main Screen

Video Screenshot

Fields displayed on the Customer - Main Screen:

Customer Code - A unique identifier for each Customer.

First Name - Customer's first name.

Last Name - Customer's last name.

Business Name - Customer's business name (if applicable).

Lookup Name - Primary Customer look up field.

Salut - Customer's salutation.

Title - Customer's title.

Number - Used internally to identify each record and cannot be changed.

Class - Usage similar to Customer Code.

Alt - Alternate name or address information.

Street Address - Street address or post office box.

City - City name.

State - State or Province abbreviation.

Zip Code - Zip Code or other postal code.

Country - Country name.

Residential - Residential option (for label printing).

Price Table - Default Price Table for discounts.

Tax Table - Default Tax Table.

Payment - Default Sales Payment Type.

Credit Limit - Amount of store credit allowed.

Grace Period - Period during which no Finance Charges are calculated.

Total Purchases - Cumulative Sales total.

Preferred - Residential option (for report filters, label printing, etc.).

Req PO - Require Purchase Order option.

Print Smts - Print Accounts Receivable Statements (available only with Keystroke Advanced licenses).

Email Smts - Email Accounts Receivable Statements (available only with Keystroke Advanced licenses).

Loyalty - Enable Keystroke Loyalty for the Customer.

Points Button - Select the Loyalty Points Button to display the Customer's Loyalty Points by Bucket Screen.

Phone - Customer's primary phone number.

Fax - Customer's fax number.

Ph2 - Customer's secondary phone number.

Email - Customer's primary email address.

Note - Customer warning pop-up note.

Birthdate - Customer's birthdate (for age calculation).

Age - Customer's age (used with Age Verification function).

Salesperson - Customer's Salesperson.

Amount Due - Amount currently owed by Customer.

Last Purchase - Date of Customer's last purchase.

Last Payment - Date of Customer's most recent ROA Payment.

Last Edit - The date the Customer database record was last edited.

Comment - Press [Shift]+[Enter] to view the Comment field.

Customer Screen Buttons

Contacts - Press [Alt]+[c] to display/edit Customer Contacts.

AltCodes - Press [Alt]+[a] to display/edit Customer Alternate Codes.

More Data - Press [Alt]+[d] to display the More Data Screen.

Custom Data - Press [Alt]+[u] to display the Custom Data Screen.

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