CUSTOMER SET UP IN R&R
CUSTOMER SET UP IN R&R
When we set up customers in our system (Ignite or blue screen) payment type defaults to "CASH" according to our R & R rep it cannot be changed. I cannot believe that in this day and age it cannot be defaulted to "Pending". Do any of you have any ideas?
Re: CUSTOMER SET UP IN R&R
My account under my name is default pending. We have a number of wholesale that is set up default charge. I don't think I have ever had a problem.
Re: CUSTOMER SET UP IN R&R
When setting a customer up when we go to the parts side it asks for a customer type then the pricing codes tax info then payment type this is where ares defaults to cash unless you manually change to charge or pending. Our sales and service people just breeze in the initial set up so it stays at "Cash"
Re: CUSTOMER SET UP IN R&R
In blue screen 0551. Enter the customers name to get their info up. Press R and enter. Set up account information there. Someone will have to approve the credit. After you have done that and gone back to the main page enter P and change to charge.
Re: CUSTOMER SET UP IN R&R
Set up customers in 2120 and once you finish the 1st screen, go P for parts and do payment type "6" should be pending. should be able to modify from that screen as well
Re: CUSTOMER SET UP IN R&R
WhoParted wrote:Set up customers in 2120 and once you finish the 1st screen, go P for parts and do payment type "6" should be pending. should be able to modify from that screen as well
This is what we do but we want the area that you change to "6" pending to be the default instead of "Cash" that way when service or sales add a customer to the system they are already in pending if we add them as a parts customer.
Re: CUSTOMER SET UP IN R&R
There is a setting in 2321 that says "FORCE ACCEPT PAYMENT IN COUNTER SALES (Y/N)".
You could try setting that to Yes and see it that does what you are looking to do.
You could try setting that to Yes and see it that does what you are looking to do.