Page Comparison

This screen will allow you to create a New Rate based on an Existing Rate and Increase it by a Set %.

Image Added

• If you wish to change the Current Rate Band to one that is already setup in the system, you need to enter the Rate you wish to change it to in the Rate Band new column.

  • Then click Save, and it will update in both Customer Maintenance and any Products Setup with the Current Rate for this Customer. 

• Using the Increment as New Rate, this will allow you to create a new Rate Band.

• Results section

  • This section shows a list of Results based on the values you entered in the filter fields in the Search Criteria section.

This screen will allow transferring existing Customer information to a new Customer Code.

Image Added

• If you wish to create a New Customer with the same Attributes as an existing customer you can use this function rather than manually Creating the New Customer.

• The Transfer button will create the new Customer record with the attributes as selected in the New Entry, Customer Attributes and Customer Product Attributes sections.

• You are able to select from the Customer Attributes and Customer Product Attributes that you wish to transfer to the new Customer

This screen will allow you to Data Management Order and Customers PII (Personally Identifiable Information).

Image Added

• Orders

  • For the Orders, you would be able to select the order and use the Forget Data to remove the order from the list.

    • A message will populate to confirm that you wish to remove all PII data from the selected orders. You will need to click OK to this message

    • Once you have clicked on OK to the confirmed message, another message will confirm that PII data has been forgotten successfully

  • This list will show Orders completed more than 14 days ago that are ready to be forgotten filtered by the values you entered in the filter options.

  • Double-clicking one of the Orders in the list will open that Order in the Sales Orders screen.

• Customers

  • This will show all the customers in the system and when the customer GDPR was last checked.

  • Double-clicking one of the Customers, this will open the Customer Maintenance screen

    • If the Customer is Anonymous, and you have rights to view you would need to enter your password to view.

This screen will allow you to update the System Products that have invalid product codes for the customers

Image Added

• You can enter the New Product Code or you may wish to use the Lookup that will use the Vision Live Search

  • Using the Vision Live, this will work with specific Product Types - depends on the setup on the Product Type. Vision Live is normally set for Product Type Wine.