Keystroke Point of Sale Help

Sales Manager - Parameters - Sales Entry - Customer Entry - Auto-Load Customer History

The Auto-Load Customer History Customer Entry Parameter automatically gathers Customer History information from the transaction files. The information can then be used to:

- Display when the History button or Detailed button on the Customer Entry screen is selected.
- Display in the Transaction Detail Box.
- Warn if a line item already exists on the customer's previous transactions.

The History and Detailed buttons are available for Sales Transaction Types that have the Sales Transaction Type, Entry Parameters, Customer History, Show on Customer History Screen parameter enabled.

Customer History information can be setup and viewed for each Sales Transaction Type. The information is gathered when entering a transaction and can also be viewed when editing a transaction. The Customer History parameter settings do not affect the way the transaction data is stored. Similar to Report settings, Customer History settings only affect how data is looked up and displayed and can be changed at any time without affecting the stored data.

If Auto-Load Customer History is enabled the Customer History information is gathered.

If Auto-Load Customer History is disabled the Customer History information is not gathered.

- If Auto-Load Customer History is disabled, then the Show Customer History function must be run by selecting the Customer History button on the Enter Customer screen in order to load Customer History information.
- If the Transaction Detail Box does not show Customer History and the Warn if Item On Existing Transaction (Sales Transaction Type Entry parameter) is disabled, then Auto- Load Customer History should be disabled.

Note: The Auto-Load Customer History parameter is ignored when the Transaction Browse feature ([Ctrl]+[PgUp]) is used on ALL customers in order to optimize the speed of this feature. When the feature is used with a Customer selected, the parameter is not ignored and the history information is loaded.

To set this parameter:
- Select Parameters from the Sales Manager Transaction Menu.
- Select Entry.
- Select the Customer Entry button on the Entry Parameters screen.
- Select Auto-Load Customer History on the Customer Entry Parameters screen.
- Use the mouse or the [Space Bar] to turn the parameter ON or OFF.
- Select [OK] or press [F10] to save.


Sales Entry Customer Entry Parameters

Sales Entry Parameters

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