Customer Maintenance Control

The customer maintenance control is the section of Maintain Order Control (MOC) that controls the data required or prompted for in the Customer Management (CRM) menu when adding a customer or email customer.  It also controls the information required when adding a customer using the Quick Add feature.  There are certain fields that AMS requires to be entered when adding a customer such as name, address, pricing or shipping codes. The fields in the customer maintenance control are optional fields that can be required or prompted for entry by our customers.   Anything that is marked as prompt for entry, the system will prompt the user every time they make changes to a customer account.

The system only requires an email address for adding Email Only customers.  In this menu, more information can be required for entry.  If only prompting user for more information, after adding the email address the system will highlight the fields that are marked as Prompt for entry.

The last entry on the Email Only Cust Control, Allow entry in Quick Add customer screen, is to allow clerks to only enter an email address and anything else required on the email only control instead of the usual required information for adding a full customer.  For example, when I use the Customer Quick Add in Cash Register (TCH), the first thing I add is the email address, hit enter, the system will prompt me for the selected fields in the Email Only Control, and then I can select Add Email Entry when all required fields are entered.