Navigator Retail Customer File

Need more info or you couldn't find what you were looking for, let us know by sending an email to: support@dancik.com.

Retail customers may be used with generic accounts (such as “Cash Sales”) or in conjunction with other “referral” accounts such as builders, designers, and contractors. The Retail Customer File may be maintained from the File Management application, or from the Navigator Order Management application as new retail customers are encountered.

Although the Retail Customer File is primarily designed to manage a database of consumers, it may be effectively used to manage all of the following applications:

Note: The Retail Customer File can also be automatically displayed from within Order Entry based on system setup options for retail and/or generic account environments.

2. To rearrange the information displayed on the screen, click on a column heading.

Note: The system checks for and alerts you to duplicate records. You can decide to create a duplicate record or update an existing one.

Field Name	Description/Instructions
Name & Address	Enter customer’s name and address. This is the name and address that will appear in the Order Header Screen.
Phone	Enter up to two phone numbers and a fax number. By default, the main phone number appears in the Cust PO # field on the Order Header screen.
Email	Enter customers’ full e-mail address if applicable.
Customer type	Enter the two-character customer code. For example, enter B1 for a builder or CO for a contractor. Note: Customer Types are created and maintained in the Classification Code File.
Taxable	If this customers purchases are taxable enter “Y” in this field. If not enter “N”. If you enter “N”, then also enter a Tax ID number. The default is Y. Note: “Y” is always assumed for all retail accounts. This field is not used by the Order Entry program.
Tax ID	Enter the customer’s tax identification number, if the customer is tax exempt. Note: Tax Exemption codes are maintained via the Tax Exemptions by State/Province File Maint - SYS 605 option.
Club Code	Use this field to denote a customer’s membership status in a discount or buying club or other type of organization within your company. Enter a user-defined code, defining the club or program. Note: This field does not affect any pricing or other functions for this customer. It is merely to identify membership.
Expiration date	The date the customer’s club membership expires.
The following settings are only displayed if high level access is granted. Refer to Granting High Level Access for more information.
Primary Card or Check	Designates the credit card or check number that this customer has already used for transactions. This information is automatically stored here by the Cash Register program.
Type/ Expires	Defines the primary credit card type and its expiration date. The credit card types are user-defined, but some examples are: MC for MasterCard, DI for Discover, and VI for Visa.
Secondary Card or Check	Designates a secondary credit card or check number that this customer has used. This information is automatically stored here by the Cash Register program.
Other Payment Method	Other payment methods could include gift cards, rebates, third party credits, or debit card. This field stores any other payment method description that the customer used for at least one previous transaction.
Pay Method	Other payment method types used by the customer. This is the payment method type code that goes with the Other Payment Method field.

High level access can be granted at one of these three levels (listed in hierarchal order):

Use these options, in the upper left-hand corner of the Update Record box, to check on the order history of the customer and/or make entries into their notepad.

The Retail Customer Order History screen displays all of the orders placed for this customer, including the amount currently open and the amount due.

Note: Payment information is gathered automatically from the AR history files and the daily payment screens.