Account related maintenance, Customer, 7 account related maintenance – Toshiba Electric Keyboard User Manual

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Symphony Pro User Manual 2.0.2.15

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Price Target: The target data that is being tested for the results that show in the Statistics panel. This
determines which Price table is being used for the statistics.

NOTE: For help about targets, see the

Terminal Table

programming help in this manual.

4.7

Account Related Maintenance

Account (Customer Related Tables)

NOTE: Account Related Maintenance is an optional module availalable from your Authorized TEC
Dealer. If this module is not purchased in addition to the Symphony Pro Software the following options
are not available.

Symphony Pro allows you to create customer records for check cashing, store charges and customer
demographics. The customer maintenance is accessed using the Maintenance application's "Account"
menu, "Customer" option, or the "Clients" desktop icon. Each account created must have a link to a
customer risk level table, and to customer level table record. It is good practice to define the related
customer tables before adding customers. Note that the terms "customer" and "client" are
interchangeable.

Account view is a quick way of opening the 3 tables related to account set-up. The system will
remember the last screen layout that was used.

Account Reports
Symphony Pro provides account statements, customer details, account activity and account aging (30-
60-90 day) reports, found in the Report Selection "Clients" section.

Deleting and Modifying Account Numbers
Symphony Pro will not allow you to modify an account number, or delete that account if there is an
account balance. Before trying to delete or modify account numbers, set the balance to zero. (see the
"balance" option in the

client table

). If an account number is modified or the account is deleted, past

transactions will still appear on reports for that period. If you create a new account with a previously
used (then deleted) account number, past transactions viewed in reports for the re-used number will
show as if they belong to the new account.

NOTE: Payments made to accounts do not target specific transactions. Amounts received on accounts
apply to the global amount.

4.7.1

Customer

Managing the Customer File

Symphony Pro allows you to create an unlimited number of records within the Client (or customer)
table. Each customer account can have multiple sub-accounts or "Contacts" (account users), but must
have a "main" user. Accounts must be linked to both a risk level and a customer level.