Customer No: – Number assigned by Point of Rental when customer record is created.
Opened: – . Date customer record was created.
Last Active – .Date when customer last place order.
Previous Contract – Displays last contract number customer placed.
Status: – .Allows you select status of customer (Cash or Account)
Options – .Allows you to select different options about the customers (No Checks, Pay on Return Credit Hold). You can also enter alert options (Wanted, Undesirable). When creating a contract a message will appear, to let you know current status of the customer.
• Note: Customers marked as undersirable or wanted. The Notes screen in the customer record will turn red.
Group: – Allows you to further define customers by a particular group (Referrals, Internet, etc)
Type: – . Allows you to select a type of customer (Home owner, Corporate, School)
Sales Rep: – .Allows you to assign a sales rep to the customer.
Commission: - Allows you to set the type of commission assigned to the customer ( 5 year Account, House Account, Corporate Account)
Income -
Year to Date: – . Displays the total income for the current year.
Life to Date: – . Displays the total income since the customer was created.
Last Year: - Displays the total income based on previous year
Life No of Contracts: - Displays total number of contracts, customer has placed since the were active.
Quantity Out: – . Displays the total number of rental items on all contract currently in a open status.
Last Paid Amount: – .Displays the amount the customer last paid..
Last Paid Date: - Displays the date the customer last paid.
High Balance: - Displays the highest balance the customer has on their account.
Credit Limit: – .Displays credit limit customer has set on file..
Current Aging: - Displays the number of days the customer has balance due..
Current Balance: - Displays the amount the customer currently has outstanding.