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Functions from within a customer record include editing customer information, adding contacts, adding orders, sending emails and invoices, etc.

On the customer snapshot screen, the information on the grid defaults to every activity.  To see specific information and change your view, select a radial button, i.e. Product sales to see the quantity and amount of the products the customer has purchased.

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Edit this Customer

If editing a customer record, select Edit this customer and select the page that needs to be edited or if only wine club information needs to be edited, select Maintain wine Clubs to be taken straight to the wine club page of the customer record.  If only editing a page of a customer record, enter your way through the screens until the system prompts you to save the data by hitting enter one more time or select Done/Cancel to either save changes or cancel changes.  If editing any fields with codes, a glyph will appear once the cursor is placed in the field so the user has a selection of codes to choose from. 

Add contacts for this customer

Anytime a customer makes contact with your company or contact is made with the customer a contact can be added to their record.  Contacts can be added in mass through Customer Management (CRM) but in this example a contact will be added for an individual customer.  Select the button Add Contacts for this customer.  The items outlined in red below are the only required fields for adding a contact.

Contact codes are set up by your company so they may be very general or very specific.  For this example, the customer called in to tell us that they did not receive their club shipment.  So not only am I going to enter the contact, I am also going to add a follow up to confirm that the costumer receives their shipment in a few days.  If necessary to change the date, select the Date/time button first to open up the Contact Date field, if not the system will default to the exact date and time that the Add contact button is selected.  See screenshot below for an example contact for a customer that did not receive a club shipment. 

Since the customer also changed their address when they called in, I will create another contact for the changed address.

The contact now appears in the customer snapshot.  Note that the DID NOT GET SHIPMENT contact has a (MORE) in the Status/Comment column, this is to let the clerk know that there are notes for this contact.

To View or edit the contact detail, double click on the contact or highlight it and select the View selected Contact or Edit selected Contact

Maintain Notes

Maintain notes is a place to add notes in free form to a customer, it is not searchable through Customer Management (CRM).  Though you can run a report to see the notes on a customer record.  The tasting room clerk can see the notes added here if they are looking up a customer in Touchscreen (TCH).

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Customer look up in Touchscreen (TCH)

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If necessary to edit an order for a customer, double click on the order or highlight the order and select Edit orders for this customer.  This will take you in to the Touchscreen (TCH) menu to edit the order. 

Internet Credentials

This is where the username and password is stored for a customer when using the AMS web cart.  Usernames and passwords can be generated for new customers in mass, see Initialize Internet Usernames or they can be added or modified individually through the customer record.

Send an Email to customer

This is used to send an individual email, emails can also be sent in mass through AMS.  When this button is selected the customer's email address will populate in the To field of the email.  Sending an email from the customer record does not automatically add a contact for the customer.  If using contacts, a contact will need to be manually entered for the email sent.

Maintain Ship To Information

This button is for any ship to address that have been added to the customer record.  A ship to address can be added to the customer record through the Maintain ship to information button, the Touchscreen (TCH) menu, and the Wine club page when overriding  the shipping address for a wine club shipment, see Adding a Temporary Ship to Address for a Club Shipment.

Notice, two of the ship to addresses have the same address but different shipping codes.  One address is for ground shipping to the 4415 Sonoma Hwy address and the other address is a will call.  So if the customer calls in to place an order and intends to pick up the wine at the winery, when creating an order for it is easy to see the appropriate Ship to address to choose.  When the Will Call address is chosen, the WC shipping code will populate in the order so that the order is not shipped and the customer is not charged for shipping.  The description is entered by the user so your company might have a naming convention for the Ship to descriptions.  If Cloning the billing or shipping address and making modificaitons to it, the description from the address cloned will also clone, be sure to change the description so that multiple ship to addresses do not have the same description.

Cloning a billing or shipping address is typically used when the person is the same but they are shipping to a different address.  Cloning reduces the amount of fields that need to be changed when creating a new ship to address.

Customer Summary

The customer summary gives the user/tasting room clerk a snapshot of the customer's pertinent information ie. contact information, customer notes, sales totals, products purchased, wine club history, and important contacts.   Important contacts are all inbound contacts  or outbound via phone

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This screen is also available in Touchscreen (TCH) when the Bill to Customer is selected.

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