Checking for new customers that do not have Call Reports:

FASTPATH to OE

Go to REVIEW ORDERS:

Enter the FROM and TO dates. These would be the dates since the last check, ie: if you last checked on 02/05/11 and it is now 02/08/11, then the FROM and TO dates would be 02/06/11 to 02/07/11. Usually both the FROM and TO dates will be the day before, since you should be checking every day.

If there are no orders under account number 2, we are finished.

If there are one or more orders, then we add the new customer after the following:

Check to see if the customer already has an account number. If so, write on the Call Report and hand it back to the salesman.

If someone has entered an order under account #2, but has taken CASH/CHECK or Credit Card, then we almost always change the account # to 12345 (CASH) and do not add the new customer yet. Check with Susan when this happens.

With the job on the screen, you can now PRINT THE CALL REPORT

SKIP to ADD CUSTOMER

Adding New Customers from CALL REPORTS

• If a salesperson hands you a Call Report and requests that a new account be opened and there is no corresponding order in account #2, this is not proper procedure and must be referred to Susan.
   
• If you receive a Call Report requesting that a new account be opened and the order is under account# 12345 instead of account #2, we do not add the customer yet.

The Call Report should have a Job# on it pointing to the first order submitted by the customer. FASTPATH to OE and select Change Order.

Enter the job# and make sure the order has not been canceled.

Go to ADD CUSTOMER

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