Product Maintenance Function Keys

Search (F1): This function key will open a separate search window and is accessible from the account number field.  This allows the user to perform a search by typing in the name of the customer, the phone number as well as club card number. 

Back (F4):  This function key allows the user to go back one field when creating a new account.

Lock (F5): This function allow you to lock some fields if the user wants to use the same information to create a new account.  The user must recall a customer first, click on the field to lock and pres F5.  Please refer to the screen below to see which fields can be locked.  Once all fields are lock, the user must click on account number, the unlock fields will become blank and the system will ask if you want to create this account.  The user must click on yes if the user wants to proceed.  The user will have to fill in the blank fields such as name etc. Once the user is satisfied with all the fields, the user must click on save and the software will apply a new account number to the account your just created.

Unlock (Shift-F5): This function is to unlock the fields locked by using the F5 key.  Follow the same instructions to unlock.

Lock All (Alt-F5): This function allows the user to lock in certain fields if the user wants to use the same information to create a new account.  This function will mostly be used when creating a satellite/job site accounts. The user must recall a customer first and than he can press on Alt-F5 to lock the fields.  Please refer to the screen below and all fields highlighted in yellow are the ones that are locked.  The user can override some of these fields by clicking on the field with the mouse if the user doesn't want the same information for the new customer.  Once fields are locked, the user must click on account number, the unlock fields will become blank and the system will ask if you want to create this account.  The user must click on yes if the user wants to proceed.  The user will have to fill in the blank fields such as name etc.  The user must replace some of the lock fields to reflect the new customers information. Once the user is satisfied with all the fields, the user must click on save and the software will apply a new account number to the account your just created.

Unlock All (Ctrl-F5):  This function key will unlocked all fields that were previous locked at the same time. When the user select this function key, all fields will turn from yellow to regular colour.

Exit (Alt-F4): This function allows the user to exit the customer maintenance file and is accessible from any field in this screen.