Searching for Customers

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There are two types of customer searches you can perform in FTD Mercury: customer searches to populate '''Order Entry''' or '''Point of Sale''' windows, and general customer searches.
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Customer statistics consist of sale and house account histories. Information such as a customer’s average sale, current balance, year-to-date sales and sales by occasion type are displayed (for sales processed in the Order Entry, Point of Sale, and Accounts Receivable modules). These statistics provide an overall glimpse of this customer’s buying patterns so you may gear your marketing to those patterns.
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==Searching for Customers from the FTD Mercury Main Menu==
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'''To access customer statistics:'''
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#On the FTD Mercury Main Menu, in the Search area, click Customer.
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#On the '''FTD Mercury Main Menu''', click '''Customer Search'''. The Customer Search window opens.
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#Perform a customer search for the customer.
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#Select the parameter(s) you are searching by and enter the appropriate information in the associated field(s).
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#Double-click on the customer’s name in the results list. The [[Customer Detail Information Window|Customer Detail Information window]] opens for this customer.
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#Click Search.
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#Click the Statistics tab.
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#Customers matching your search parameter(s) appear in the results list. If you entered more than one parameter for the search, customers must match all parameters to appear in the results list. Double-click on a customer to open the '''Customer Detail Information''' window for that customer.
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#Once you have finished viewing statistics, click Escape to close the window.
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==Searching for Customers from the Order Entry or Point of Sale Windows==
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#Open the '''Order Entry''' or '''Point of Sale''' window.
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#In the '''Customer''' field, enter all or part of the customer’s name, the customer’s phone number, or the customer’s account ID and press the '''TAB''' key.
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#If only one customer matches, information for the customer will automatically appear in the window. If more than one possible match exists, the '''Customer Search''' window opens with possible matches. You can then select the correct customer and click Select to populate the customer’s information in the '''Order Entry''' or Point of Sale window.
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Back to [[Customer Maintenance]]
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Revision as of 17:30, 14 February 2011

Customer statistics consist of sale and house account histories. Information such as a customer’s average sale, current balance, year-to-date sales and sales by occasion type are displayed (for sales processed in the Order Entry, Point of Sale, and Accounts Receivable modules). These statistics provide an overall glimpse of this customer’s buying patterns so you may gear your marketing to those patterns.

To access customer statistics:

  1. On the FTD Mercury Main Menu, in the Search area, click Customer.
  2. Perform a customer search for the customer.
  3. Double-click on the customer’s name in the results list. The Customer Detail Information window opens for this customer.
  4. Click the Statistics tab.
  5. Once you have finished viewing statistics, click Escape to close the window.
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