Dealer/Customer Management -- Technical Specifications

Add Dealers/Customers Sales Form

• Store over 2 million dealers/customers in the primary dealer/customer file.
• Move "inactive" dealers/customers to an archive file.
  • Archive file can store over 2 million dealers/customers.
  • Old records available if needed (can be brought back to main Dealer/Customer Management file).
  • Optional Archive Reporting Sub-System can directly access archive file.
• Record:
  • Name (first, last, and MI).
  • ID a unique identifier for each dealer, customer, supplier, etc.
  • Company name.
  • Tax ID if needed.
  • Mall ID (used mostly by CCS).
  • Address (city, state, zip, and country).
  • Notes.
  • Phone numbers (work, home, fax, cell).
  • eMail address and web site url WWW.
  • Booth number.
    • Can be up to 5 characters.
    • Use the letters A-Z, the digits 0-9, and special characters such as !, @, #, $, %, -, +, etc.
    • Letters are converted to upper case for indexing purposes.
  • Classification codes:
    • Identify whether person is a dealer, customer, wholesaler, etc.
    • Codes can be any letter (A-Z).
    • Store up to 5 single letter codes pre entry.
• Print various reports.
• Print mailing labels.