Update Customer Mailing Data

(Customer History Maintenance)

Access

Use this screen to maintain selected header information for customer records stored in the Customer History file. The system uses this information in mailings and reporting. You can also edit demographic information for the customer. You can also maintain selection criteria from the Create a Mailing List routine for a selected customer.

Customer CodeEnter the code of the customer record you want to edit or view. If you click the Search button, the Customer Code Look-up screen appears from which you can select a customer using the last name, phone number, or email address.

Customer Type, Full Name, Address 1, Address 2, City ST Zip, Home Phone, Work Phone, Ext, Email AddressThese fields display after you specify a customer. The system uses this information for mailings to the customer.

Marketing Code 1 Use this field to enter and/or maintain the marketing code associated with a customer.  If you click the Search button, a list of all marketing codes that have previously been set up in Marketing Code Settings will appear. This field will only be active if the First Marketing Code field in Point of Sale Control Settings is set to either optional or mandatory.

Code 2

Status CodeUse this field to specify a user-defined code you can use as an additional criterion when creating mailing lists in the Create a Mailing List routine. You can enter up to six alphanumeric characters. This field is optional.

Source Code

Customer Demographic InformationThese three fields are labeled User1 Defined, User2 Defined, and User3 Defined until you rename them in the Demographics Control Settings. You can use these fields as additional criteria when creating mailing lists in the Create a Mailing List routine.

PurchaseThe date of the customer's last purchase appears. The system updates this field each time an order for this customer is completed in STORIS. The system uses this field for the automatic purging of history records during the Month-Ending (EOM (End-of-Month) Also known as month-ending processing, an automated process you run at the end of each month to update monthly files.) process. You can use this field as additional criteria when creating mailing lists in the Create a Mailing List routine.

MailingThe date on which a mailing label was last printed for this customer appears.  The system updates this field each time you run the Print Mailing Lists routine.  You can use this field as additional criteria when creating mailing lists in the Create a Mailing List routine.

Mailing NameThe user-defined name of the last mailing to this customer appears. The system updates this field each time you run the Print Mailing Lists routine. You can use this field as additional criteria when creating mailing lists in the Create a Mailing List routine.

Total MailingsThe total number of mailings to this customer appears. The system updates this field each time you run the Print Mailing Lists routine.  You can use this field as additional criteria when creating mailing lists in the Create a Mailing List routine.

To update the customer history information you entered or edited, click the Save button at the bottom of the screen.