Mark Sold Serial #'s as Paid by Customer

** This utility is under development and is not yet available. **

This option can be used to keep track of the serial numbers on sales products that are being paid for in installments by a customer. This may be due to a lease arrangement, or payment schedule. Often, this is needed, if equipment ownership does not transfer to the purchaser until all payments have been made. If the customer defaults on payment, this will identify the serial numbers in dispute.

Manually update this file. After Customer Payments, use this option to mark the serial #'s as paid for each customer.

The prompts are:

CUSTOMER #

Enter the desired customer number.

PRODUCT #

Enter the desired product number or press <ENTER> for all products for this customer.

INCLUDE PAID SERIAL NUMBERS

Type Y (YES) to show products with serial numbers that have already been paid. This is useful if the customer has questions.

Type N (NO) to show only unpaid products with serial numbers.

PRINT OR DISPLAY

Type D for Display, to add the check number and date on serial numbers that have been paid, or to see the status of this customer's purchases on the screen.

Type P for Print, to print out the customer's purchases with serial numbers. This can be faxed to the customer, if there is a question about their serial numbers.

NARROW or WIDE PAPER

This applies only if PRINT was selected.
A printer can be selected from the Printer option located on the menu bar at the top of the screen.

Press <ENTER> for Narrow paper or type W for Wide Paper.

Middle of the Screen:

PRODUCT #

The serialized product number will display.

DESCRIPTION

The product description will display.

INVOICE #

The invoice number and date will display, on which this item was sold.

SERIAL NUMBER

The serial number of this item will display.

PAID?

Type Y (YES) to mark this serial number as paid.

CHECK#

Enter the customer's check number, used to make the final payment for this serialized item.

DATE

Enter the date the final payment for this serialized item was received. (Alternatively, use the customer's check date.)