The customer window displays information about a customer and allows you to access information including contact (people) information, customer codes, equipment owned, equipment wanted, previous quotes, notes, and follow-ups. All customer or prospective customers who you may solicit equipment from or sell equipment to should be setup in LocPlus MLS. You may also wish to setup equipment dealers, riggers, and transportation companies.
ADDING A NEW CUSTOMER:
From the menu bar select "FILE / NEW". In the "SELECT TYPE" window press
the "CUSTOMER" button.
Top section (in pink):
Company & Address:
Enter name, address, city, state, and zip code. Use mailing address.
Enter phone number with area code. Use main company switchboard. You may use any formatting that you are comfortable with, but do not
enter any long distance codes (like the 1- before the area code). Enter name, address, city, state, and zip code. Use mailing address.
Enter fax number with area code. Use main company fax. As with phone number enter area code but no long distance codes.
You may change the first and last name by clicking on field and changing. If you want to see email address or other contact person fields, double click on the name with your mouse. If you need to add a new contact person, press the button labeled 'NEW'. See the contact field information window help for a writeup of the contact information.
To use this button, you need to have an internet connection. When you press this button, the software will try to find a map for the address entered in the address 1, city, state, and zip fields entered. Maps may not always be available.
To use this button, you need to have an internet connection. When you press this button, the software will try to find a current
phone number for the company name and address entered in the address 1, city, state, and zip fields entered. A phone number may not be found.
General Information (tan section):
This button can be used to distinquish between 'Active' or current customer and 'Inactive' or prospective customers. During customer
searches and when distributing information (like form letters) you can choose either 'Active' or 'All' customer. If you want to be able
to limit your selection at times, set this field only for 'Active' customers.
You may select one of three owner types. Inventory, Dealer, and End User. Equipment assigned to this company will be listed by the owner type selected. It may be useful to you to distinguish between the different types of owners, because you may prefer to offer equipment from your own inventory before offering other dealer's equipment.
Make sure you enter all of the specifications when setting up new equipment. If you don't, you run the risk of not finding the equipment for a customer.