The Customer lookup screen is used within TMS to lookup customers, add a new customer or update customer profiles within the Check-In, Check-Out and invoice utilities processes.
Use the following process to lookup customer:
Enter customer’s name, phone number, company name or key-tag number. When using the customer’s phone# or name, the system will display a list of customers that match your search criteria as you type; the more you type, the closer the search gets refined. When you have identified the correct customer, ensure it is highlighted and press the OK button.
If the system runs out of matching numbers or letters in the phone # or name because there is no such customer that has been registered before, a new customer notification box appears. Select yes to create a new customer. For more information on how to create a new customer please refer to the “Creating new customer” section. You may also use the Quick Search option to make sure the correct customer is selected. Simply select the quick search and enter the necessary data. For example if Customer# is selected, only the customer# field is searched.
If a customer is inactive, this customer will not show up; to make customer show up again, type a number like 999999999, when prompted “Customer not found”, select Cancel and when the Search Button appears, enter the customer# again, and click on Search Customer.
To update customer’s details, simply click on View/Update customer.
To recall the last customer, select Recall Last Customer icon.
If your system is equipped with Customer Key tag, simply scan the key tag.
If you are looking up a customer with Tracking Tag, simply select Tracking Tag option from Quick Search. Then Scan the barcoded garment; the system will search the database and bring up the customer that matches the tracking Tag#.