User Guide
Contents
1. Printing a completed INVOICE 33 54 55sesenrssntetesscselessutebasuetenonsns tenons EE pes etann en s tenons UNSa ne sene van eeees 11 Creating a neW INVOICE 2222ssrsneravsrsssenrneinesaunenusenaeneci encens vender anse sienne lens etudes te ran ranch vania Tanav indani nade 12 Creating a new invoice with a Completed inVoiCe s snrssssssrsrseseenenensseeeeeeeeeneneesseeeeeenes 12 Deactivating a Specific customer TOM s ssssssssssssssisessennessennisessendaentrennisentendaesnenpanestenpeesaeebanentenbedesnobenenntenee 12 User Guide 4 Economix 2009 ECONOMIX SYST ME INC All rights reserved ie Module Customers Reaching the module CUSTOMER 1 Click onn til or under the menu Forms click Customer Creating a customer form manual mode 1 Click Add Add 2 Complete the desired field such as name address email etc 3 Click Save after completing the desired modifications if need be NOTE The field Language will determine in which language the customer will receive its communications Creating a customer form web integration mode Canada 411 Customers Q O c o 3 i o Select 1 Telephone Enter the phone number for the client to search Click Canada 411 Once the searched customer is found click Copy Click OK Complete the desired information related to the customer form ls 9 Click Save after completing the desired modifications if need be NOTE The search criteri2. length to an animal form 1 From the desired animal form click the field Block 2 To select an existing default appointment length click the desired block among the list beforehand defined under the module Grooming Parameters NOTE This functionality is exclusive to the software Animalx Adding a picture to an animal form 1 From the desired animal form click Picture 2 Select the desired picture on your hard disk 3 Click OK NOTE This functionality is exclusive to the software Animalx Adding one or multiple documents to an animal form From the desired animal form click Attachment __ Click Add Select the desired picture on your hard disk Click OK Fons NOTE The attached documents can be various formats Word Excel PDF etc NOTE This functionality is exclusive to the software Animalx Printing an animal passport 1 From the desired animal form click Print 2 Select the desired printer for printing 3 Click Print NOTE This functionality is exclusive to the software Animalx User Guide 9 Economix 2009 ECONOMIX SYST ME INC All rights reserved Consulting Modifying an animal form to a customer form 1 From the desired animal form select the tab Animal 2 Select from the list of animals displayed the desired animal 3 Click Modify 4 Complete the desired information 5 Click Save after completing the modifications if need be NOTE This functionality is exclusive to the so
3. Economix User Guide Module CUSTOMER v2 0 ECONOMIX Solutions User Guide 1 Economix MODULE CUSTOMER 2009 ECONOMIX SYST ME INC All rights reserved Re Module Customers Introduction to the module The module CUSTOMER is designed to answer your needs in the management of your customer forms This tool allows you to manage entirely your customer s information with two functions integrated to other Economix solutions modules Creating modifying the active customer forms Consulting the history of active customers Integrating customer forms to related modules User Guide 2 Economix 2009 ECONOMIX SYSTEME INC All rights reserved Re Module ns Training plan Reaching the module CUSTOMER ss ssssssssssssrsrresesseseneseeeeneneeneneneseneneeeeennnnns Creating a customer form manual mode s ries Creating a customer form web integration mode Canada 411 Assigning a tax code to a customer form ee eeeeee ee eeeeee ae eeeeeaeaeeeeeeaeeeeeneaaaes Creating a sponsorship plan for a customer form Assigning a sponsorship plan to a customer form VU Assigning a free plan to a customer form siennes Assigning a general discount to a customer form Vs Creating Assigning a discount per product category to a customer form teeeeeeeseeeeeeeees Creating Assigning a status to a customer form ss Assigning a salesman to a customer form ss nnnssseneennss Consulting the ClentliStssccsescssen
4. ccetss nnna aiana aapka dsan Reaching a specific customer form sis a Adding a delivery address to a customer form is Creating an animal form for a customer form ss Assigning a groomer to an animal form is rnnssrsneenesseeennnes Assigning a default appointment length to an animal form cceeeeeeee sees eeeeeeeeeeeeeeeeaeeeees Adding a picture to an animal form nnana ana ER ONE RAA aaRS Adding one or multiple documents to an animal form Us Printing an animal PASSPOrT sis sisssssessssaesnessasentrrsagesnrssasenterransnesiasentersageseerraseseerranennss Consulting Modifying an animal form to a customer form Making an appointment for an animal sise Consulting the follow up of the programs of fidelity and courtesy Modifying the content of the programs of fidelity and courtesy VU Consulting the history of the purchase orders ss Modifying the history of the purchase orders ss Printing a purchase Order occ scasesccefacescssasGconscaasiee ct fasiedec ceases secs EAEI ERTAN EAA ETa EARS Creating a new purchase Order viicisscsccesseucdecsseud dee ssveudeodsenecdevaevedendsvecceadiwenveoss KRAK NNA ARNAN ENA Economix 2009 ECONOMIX SYST ME INC All rights reserved User Guide 3 Consulting the history Of INVOICES scrse22cciessee ieee sasni deasa oa aeaa anaa eaaa aaia aa akana as iadaaa iaaiiai aaaeeeaa 11 R achingthe hiStorv OTINVOICOS sasrsinassya ariana E E n nds sanpsa me nnn sen nest ape tentes penau rennes 11
5. ftware Animalx Making an appointment for an animal 1 From the desired animal form select the tab Animal 2 Select from the list of animals displayed the desired animal 3 Click Appointment REFERENCE Grooming Scheduling an appointment NOTE This functionality is exclusive to the software Animalx Consulting the follow up of the programs of fidelity and courtesy 1 1 From the desired customer form select the tab Courtesy Fidelity 2 2 Consult the desired information NOTE The courtesy reminder is automatically generated by the invoicing system Modifying the content of the programs of fidelity and courtesy 1 From the desired customer form select the tab Courtesy Fidelity 2 Click on the column name to modify the field will become yellow 3 Modify the desired information Renewal date date recall number of days between the reminder Day the quantities bought in the past Qty lH s 4 Click Save after completing the desired modifications if need be NOTE The modification of the date of reminder allows managing exception cases and not the sequence of renewal In case of a modification of the reminder date the system will prioritize the date entered to manage the renewal of the purchase The modified date of reminder will be used to generate the courtesy report NOTE The modification of the number of days allows managing the sequence of renewal In case of a modification of the number of days the system will re
6. lick on the desired free plan NOTE The Promotion functionality is directly integrated with the folder Products Each product likely to benefit from a free plan must be activated beforehand Customers eligible for the promotion will benefit from the free plan after reaching the determined amount of purchases The selection of the promotion 7 is made from a drop down menu REFERENCE Folder Product Assigning a general discount to a customer form 1 Position the cursor inside the Field Discount 2 Enter the desired discount amount NOTE This discount will be automatically applied to each invoice of the selected customer In case of an invoicing exception you ll be able to modify the discount amount User Guide 6 Economix 2009 ECONOMIX SYST ME INC All rights reserved Creating Assigning a discount per product category to a customer form 1 Click the button of the field Discount to visualize the discounts already created or to create new ones 2 Position the cursor in the field Category code Press the F2 key of your keyboard to visualize the discounts defined beforehand in the menu Forms Product Category Click on the desired discount category to select it Click Close Position the cursor in the field Discount Enter the desired discount amount Click Add Click Close oo LoNo ur NOTE Itis always possible to delete a discount by selecting it and clicking Delete NOTE The button is usable only if
7. on 1 Telephone is the only criteria compatible with the web integration Canada 411 ONOaAR D NOTE If case of a non successful search with the web integration Canada 411 the customers phone number might not be listed in the Bell phone directory for the following reasons cellular number confidential number service provider other than Bell company number Assigning a tax code to a customer form 1 Click on the drop down menu Tax User Guide 5 Economix 2009 ECONOMIX SYST ME INC All rights reserved 2 Click on the desired tax code beforehand defined in the menu Options Taxes NOTE If no tax code is selected the application will assign the default tax to your system NOTE The GST and PST buttons can be marked at No for customers benefiting from a tax exemption Creating a sponsorship plan for a customer form 1 Position the cursor at the field Sponsorship 2 Press the F2 key of your keyboard 3 Enter the sponsorship code and description the percentile reduction to the desired association and the duration of the assigned sponsorship 4 Click Add NOTE The new sponsorship will be added to the list of available sponsorships 5 Click on the desired sponsorship 6 Click Close Assigning a sponsorship plan to a customer form 1 Click on the drop down menu Sponsorship 2 Click on the desired sponsorship plan Assigning a free plan to a customer form 1 Click on the drop down menu Promotion 2 C
8. set the modified sequence for the one registered to the customer form during the next invoice NOTE The quantity modification allows adjusting the quantity bought during the starting up of a program of courtesy following the first invoicing User Guide 10 Economix 2009 ECONOMIX SYST ME INC All rights reserved Consulting the history of the purchase orders 1 From the desired customer form select the tab Orders History 2 Consult the desired information Modifying the history of the purchase orders 1 From the desired customer form select the tab Orders History 2 Select among the displayed purchase orders the desired purchase order 3 Click Modify REFERENCE Folder Order Quotation Printing a purchase order 1 From the desired customer form select the tab Orders History 2 Select among the displayed purchase orders the desired purchase order 3 Click Print 4 Click Print Creating a new purchase order 1 From the desired customer form select the tab Orders History 2 Click Orders REFERENCE Module Order Consulting the history of invoices 1 From the desired customer form select the tab Invoice History 2 Consult the desired information Reaching the history of invoices 1 From the desired customer form select the tab Invoice History 2 Select among the displayed invoices the desired invoice 3 Click Reach REFERENCE Module Invoices Printing a completed invoice 1 From
9. the desired customer form select the tab Invoice History 2 Select among the displayed invoices the desired invoice 3 Click Print User Guide 11 Economix 2009 ECONOMIX SYST ME INC All rights reserved 4 Select the desired printer to print 5 Click Print Creating a new invoice 1 From the desired customer form select the tab Invoice History 2 Click Invoices REFERENCE Module Invoices Creating a new invoice with a completed invoice 1 From the desired customer form select the tab Invoice History 2 Select among the displayed invoices the desired invoice 3 Click Reactivate REFERENCE Module Invoices Deactivating a specific customer form 1 From the desired customer form click on the Status button Active Inactive Es 2 Click Save after completing the desired modifications if need be NOTE Any new created customer form will automatically be defined as being active and this even if the Active status button is not marked by the user The deactivation of a customer form removes it from the searching tools while keeping its history not to falsify the data of the administrative reports User Guide 12 Economix 2009 ECONOMIX SYST ME INC All rights reserved
10. the discount amount is reinitialize at 0 00 Creating Assigning a status to a customer form 1 Click in the field Customer type 2 To create a new status type the information in regards with the status directly in the field 3 To select an existing status click on the desired status from the list Assigning a salesman to a customer form 1 1 Click in the field Salesman 2 2 To select an existing salesman click on the desired salesman from the list defined beforehand in the menu Options User Consulting the client list 1 Click on the button rene ll LH Consult the customer list placed in alphabetical order 4 Select from the customer list the desired customer oO 5 Click the button Reach 6 Click the button Save after completing the desired modifications if need be User Guide 7 Economix 2009 ECONOMIX SYST ME INC All rights reserved Reaching a specific customer form 1 Click the button Customers 2 Click the button Search search 3 Search for the customer with the search criterion offered NOTE For the search criterion 3 Name and 4 Contact the order of inscription for the information is not necessary for more flexibility 4 Once the search criterion completed click OK NOTE If the customer does not exist the system will offer to consult the entire list If you do not wish to consult the entire list click NO 5 Select among the list of the customers corresponding to the
11. used research criterion the desired customer 6 Click Reach ie s 7 Click Save after completing the desired modifications if need be Adding a delivery address to a customer form 1 From the desired customer form select the tab Shipping to 2 Complete the desired information for the delivery address lH s 3 Click Save after completing the desired modifications if need be NOTE The delivery address must be completing only if this address is different from the purchase address If the delivery address is not completed the system will use the purchase address for the printing of the communications Creating an animal form for a customer form 1 From the desired customer form select the tab Animal 2 Tocreate a new animal form click Create under the display list 3 Complete the desired information for the animal form iH s 4 Click Save after completing the desired modifications if need be NOTE You can create multiple animal forms for the same customer form NOTE This functionality is exclusive to the software Animalx User Guide 8 Economix 2009 ECONOMIX SYST ME INC All rights reserved Assigning a groomer to an animal form 1 1 From the desired animal form click the field Employee 2 2 To select an existing groomer click on the desired groomer from the list defined beforehand in the menu Options User NOTE This functionality is exclusive to the software Animalx Assigning a default appointment
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