The Customers List Form allows to manage creating, editing, deleting, sorting, filtering of customers and printing labels. You can get to the customers List by selecting the Lists Menu from the Main Form or clicking on the button "Customers". You can also print a Customers list.
If you want to add a new customer, click on the button "New"(or Customer Menu item "New") and fill the appeared customer form.
If you want to edit a customer features, click on the button "Edit"(or Customer Menu item "Edit" or double click on the customer row) and edit fields in the appeared Customer form.
To delete a customer click on the button "Delete"(or Customer Menu item "Delete") and confirm your wish to delete. You can't delete the customer if it was specified in any invoice, sale order or payment.
If you want to find a customer by description, number, E-mail or balance, click on the button "Find"(or Customer Menu item "Find") and enter what you want to find in appeared dialog box.
This function searches for concurrence in any part of all list fields.
To print Customers list click on the button "Print List"(or View Menu item "Print List").
If you want to show on the screen only a part of the Customers list, click on the button "Filter"(or View Menu item "Filter") and enter what you want to select in appeared dialog box.
Pay attention that after filtration the button "Filter" to be highlighted by green light.
Having clicked on the button "Label"(or View Menu item "Label") you can create a label for each customer with the help of the Label Wizard.
It is possible to see the balance, number of the last invoice and payment when you click on the button "Balance" (or View Menu item "customer Balance").
You can print the statement of any customer. You will see all the sales of this customer and all payments from the certain term. Press the button "Statement" and you will see form with fields "Date from" and "Date to".Press button "OK" and statement preview window is open. Press the button "Print" for printing statement of the vendor . You can create statement in HTML file, if you press button "Export to HTML".
It is an Editor for customize labels template. You can create any labels template using mouse and toolbar buttons. You should click on the toolbar buttons "Line","Frame","Image", "Text" or "Data" and paint with mouse this elements. You can use right mouse button and menu items. You can save template in .dtm file after edit. You may create several template for each document . Before printing you should select Template from drop down list. You can print your labels from Products List.
You can print customize labels for all selected products .
Select customers for print.
You can select in the list any number of customers, pressing the button "Select " or keeping the key "Ctrl" with clicking mouse on the extreme left column of the list. If you press button "Statement" you will see statements of all customers.
You can call the form " Statement Options " when you click on this button. You can change any caption of the Statement to place the necessary fonts, to prohibit from printing some fields, to select a logo of your company and set up a mode of the calculate taxes . This Options form allows to adjust the printed form in any kind, appropriate for you. The options are saved to the following new Statement.
Call of Help.
Close Customers List .
You can sort the list for any field having clicked the mouse on title of field.
The Customers list form may be called from Invoice form, Sale Order form or Payment form having clicked on the button "Customer". You can select the Customer by a double click of the left mouse button on the customer row or click on the button "Select". You may add a new customer and then select him. You can also use any above mentioned function.
You can use hot keys for fast launch of the functions: F1-Help, F2 - New, F3-Print statement, F4- Edit, F5- select, F6- Filter, F7- Find, F8-Delete.