Copyright I/O International, 2013 Visit us at: A Feature Within from Customer Search / Inquiry ...

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Copyright I/O International, 2013 Visit us at: www.iointernationalonline.com A Feature Within from Customer Search / Inquiry Copyright I/O International, 2013 Skip Intro

Transcript of Copyright I/O International, 2013 Visit us at: A Feature Within from Customer Search / Inquiry ...

Page 1: Copyright I/O International, 2013 Visit us at:  A Feature Within from Customer Search / Inquiry  Copyright I/O International,

Copyright I/O International, 2013

Visit us at: www.iointernationalonline.com

A Feature Within

from

CustomerSearch / Inquiry

Copyright I/O International, 2013 Skip Intro Skip Intro

Page 2: Copyright I/O International, 2013 Visit us at:  A Feature Within from Customer Search / Inquiry  Copyright I/O International,

Customer Search / InquiryThe Customer Inquiry segment of QSEARCH is

significantly improved (included only in I/O DMASPlus! )

• One of two main elements in QSEARCH• Also available within

o Billing order entryo Customer User Friendly Maintenance

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Customer Search / InquiryCustomer Inquiry. . .• Now including a powerful, integrated searching

facilityo Same search facility as integrated into Customer User Friendly

Maintenanceo Provides the ability to search the contents of 43 customer master fields

either individually or in combination with each othero Once the desired customer is found, with an option, either

• Enter directly into standard DMAS customer inquiry for the specific customer (including all standard DMAS customer inquiry screens)

• Or, browse various customer maintenance screens with the ability to page back and forth (browse only, no data changes are allowed)

o Provides the ability to view the maintenance history log for the displayed customer

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Customer Search / Inquiry

• Built on the new “work with” architecture• Initial screen displays a list of existing customers (if

any)

• Five alternate views provide the ability to review common customer data without leaving the list screen

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Customer Inquiry. . .

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Customer Search / InquiryCustomer Inquiry. . .• Various options available for browsing a specific customer

o Use standard DMAS Customer Inquiry screenso Five options to go directly to any one of the customer maintenance screens

but in Browse mode only• Page 1 – Name & Address as well as A/R data screen• Page 2 – Billing data• Page 3 – Customer contact data• Page 4 – Miscellaneous customer data• Page 5 – Sales statistics (if “show all pages” is turned ‘on’)• Use the Page Up and Page Down keys to roll through various customer

pages

• Function keys available too View alternate viewso Turn “show all pages” ono Display all search and selection entry fields across only 2 screens

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Customer QSEARCH Summary

(click button to view detail)

Customer Search / Inquiry for DMAS

Entering Customer QSEARCHEntering Customer QSEARCH

Searching for a CustomerSearching for a Customer

Customer Inquiry BrowseCustomer Inquiry Browse

Customer Selection ScreenCustomer Selection Screen

EXITEXIT

Ship-To Search / InquiryShip-To Search / Inquiry

Standard DMAS Cust InquiryStandard DMAS Cust Inquiry

Displaying Maintenance LogDisplaying Maintenance Log

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Return to Customer QSEARCH Summary 68

End of Presentation

For more information about the Customer Search / Inquiry

Enhancement for I/O DMAS Plus!,call I/O International, Inc.

at (914) 232-2233

Thank you for your interest

Suite 2002Pinewood Business CenterSomers, New York 10589

EXITEXIT

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