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Introduction:

This document provides instructions for deleting a customer Account Number and Ship to Code.

Procedure:

From the Optifacts main menu:

Type 3 – Editor Utilities and press enter.

Type 3 – Customer Database and press enter.

Type 9 –Delete an Account and press enter.

The Customer Database Modifications screen will display.

         C U S T O M E R   D A T A B A S E   M O D I F I C A T I O N S          
                                                                                
           COMPANY      BRANCH   SALES TERRITORY  ACCOUNT      SHIP TO          
            CODE         CODE          CODE       NUMBER        CODE            
  ──────────────────────────────────────────────────────────────────────────────
            [ ]                                                                 
  ──────────────────────────────────────────────────────────────────────────────
Note: If the Company code, Branch code and Sales Territory code do not exist, the system will prompt you to setup.

Image Added

  • Type the Company code and press enter.
  • Type the Branch code and press enter.
  • Type the Sales Territory code and press enter.
  • Type the Account Number and press enter.
  1.          C U S T O M E R   D A T A B A S E   M O D I F I C A T I O N S          
                                                                                    
               COMPANY      BRANCH   SALES TERRITORY  ACCOUNT      SHIP TO          
                CODE         CODE          CODE       NUMBER        CODE            
      ──────────────────────────────────────────────────────────────────────────────
                 A            A             A         10                            
      ──────────────────────────────────────────────────────────────────────────────
                                DELETING ACCOUNT ADDRESS                            
                                                                                    
     First Name:                          Last Name: BEST OPTICAL RETAIL            
     Contact   :                          Telephone:                                
     Attention :                          Country  : USA                            
     Street    : 729 NEAR SIGHTED                                                   
     Street    :                                                                    
     City      : ANYTOWN                  State/Prov:MN     Zipcode: 23231          
                                                                                    
     Stock Disc %   : 0.00    Stock Frame Disc %: 0.00    Frame Disc %  : 0.00      
     Discount    %  : 0.00    Serv chrg    %    : 1.50    Fixed Bin #   :     0     
     Fedrl Tax Code : A       State Tax Code    : B       Local Tax Code: C         
     Tax on Dlvry Nt: Y       Credit Flg        : C       Credit Limit  : 0.00      
     Billing Type   : N       Open Item         : N       Bill-To Acct  :     10    
     COPAY: Tax Codes Used (0-2): 0  Disp Not Taxed (0-1): 0  Max Pay Tax (0-3): 0  
     Handling Fee   : 0.00    Stk Suppress Prc:   N                                 
                               Delete this data (Y/N)? [N]                          
                                                                                    
  • Delete this Data (Y/N)? Type Y to delete or N to discard.
  • Are you sure you want to delete this data (Y/N)? Type Y to confirm or N to discard.
  • WARNIMG: Any Ship To codes associated to the account will also be deleted.
  1.  
  2. Delete Ship To code only:
  • To remove only a Ship To code from an account use menu option 10 Delete a Ship To and follow the on-screen prompts.
  1.          C U S T O M E R   D A T A B A S E   M O D I F I C A T I O N S          
                                                                                    
               COMPANY      BRANCH   SALES TERRITORY  ACCOUNT      SHIP TO          
                CODE         CODE          CODE       NUMBER        CODE            
      ──────────────────────────────────────────────────────────────────────────────
                 A            A             A         10             A              
      ──────────────────────────────────────────────────────────────────────────────
                                DELETING SHIP TO ADDRESS                            
                                                                                    
     First Name:                          Last Name: BEST OPTICAL RETAIL            
     Contact   :                          Telephone:                                
     Attention :                          Country  : USA                            
     Street    : 729 NEAR SIGHTED                                                   
     Street    :                                                                    
     City      : ANYTOWN                  State/Prov:MN     Zipcode: 23231          
                                                                                    
                                                                                    
     Modem Flag: N                                                                  
     Stock Qty:  B     Code2: A     Courier (M-Z):  M                               
  2.                            Delete this data (Y/N)? [N]                          
                                                                                    
  • Delete this Data (Y/N)? Type Y to delete or N to discard.
  • Are you sure you want to delete this data (Y/N)? Type Y to confirm or N to discard.
  1. Anchor
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