Suggestion: RMS New Customer Issue

Posted by Terrible Tom on August 8, 2007, 4:26 pm

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RMS (any version)

When the 'Find Customer' form first comes up, the cursor is in the right
place and simply typing and hitting <ENTER> brings up a list. If you can
find the customer in the list, you can simply select them by using the arrow
keys (or mouse) and hit <ENTER> to set the customer for the new transaction.

If the customer is not in the database and a new customer is required, RMS
falls flat on its face.

SUGGESTION: If a New customer is generated at POS, that customer should AT
LEAST become the selected customer in the Find Customer form when you click
OK to close the customer properties form. AT BEST, clicking New on the Find
Customer form would close the Find Customer form, open the New Customer form
and the new customer would immediately become the active customer for the new
transaction when OK is clicked.

A cash register should not require a mouse!

I am merging and/or deleting duplicate customer accounts on a regular basis.
Nine times out of ten, the account numbers are sequential and the first
account created has no activity--because the cashier forgot to search for the
customer they had just created.

Yes, my cashiers know better. No, this does not excuse poor design.

Vote for me!

Tom
--
Stop fishing for e-mail

----------------
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow this
link to open the suggestion in the Microsoft Web-based Newsreader and then
click "I Agree" in the message pane.

http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=602a282f-fc38-4204-804e-b2408c6f44a6&dg=microsoft.public.pos

Posted by Craig on August 8, 2007, 5:43 pm

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First of all a POS system is not a cash register, and will never be as
simple to use as a cash register. Many things you need to do on a regular
basis do not require a mouse, but it is next to impossible(if not
impossible) to design it so a mouse is not needed at all. Even a touchscreen
won't eliminate a mouse entirely, although all cashier functions can then be
done without a mouse. Having said that, I totally agree with you that the
new customer process should be streamlined. Besides the problem you
mentioned, adding new customers after searching for them should be more
automatic and the customer should be instantly selected after creation. I
will definitly vote for your suggestion.
--
Craig Wood
C&C Tropical Pets
fishhead1992@verizon.net
http://www.concordsupplies.com/affiliate/tropicalpets.aspx
Affiliate Code: TROPICALPETS

> RMS (any version)

> When the 'Find Customer' form first comes up, the cursor is in the right

> place and simply typing and hitting <ENTER> brings up a list. If you can

> find the customer in the list, you can simply select them by using the

> arrow

> keys (or mouse) and hit <ENTER> to set the customer for the new

> transaction.

> If the customer is not in the database and a new customer is required, RMS

> falls flat on its face.

> SUGGESTION: If a New customer is generated at POS, that customer should

> AT

> LEAST become the selected customer in the Find Customer form when you

> click

> OK to close the customer properties form. AT BEST, clicking New on the

> Find

> Customer form would close the Find Customer form, open the New Customer

> form

> and the new customer would immediately become the active customer for the

> new

> transaction when OK is clicked.

> A cash register should not require a mouse!

> I am merging and/or deleting duplicate customer accounts on a regular

> basis.

> Nine times out of ten, the account numbers are sequential and the first

> account created has no activity--because the cashier forgot to search for

> the

> customer they had just created.

> Yes, my cashiers know better. No, this does not excuse poor design.

> Vote for me!

> Tom

> --

> Stop fishing for e-mail

> ----------------

> This post is a suggestion for Microsoft, and Microsoft responds to the

> suggestions with the most votes. To vote for this suggestion, click the "I

> Agree" button in the message pane. If you do not see the button, follow

> this

> link to open the suggestion in the Microsoft Web-based Newsreader and then

> click "I Agree" in the message pane.

http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=602a282f-fc38-4204-804e-b2408c6f44a6&dg=microsoft.public.pos

Posted by Mickie on August 10, 2007, 8:25 am

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OH MY!! This irritates me to no end!!!

Can't find the customer? Click new, enter all the customer info, then
you have to RE-SEARCH for them in order to have them selected on the
invoice?

STUPID STUPID.

Of course if you don't find them, you could close the search window and
select NEW CUSTOMER from the POS screen.

Neither is logical.

Mickie

Terrible Tom wrote:

> RMS (any version)

> When the 'Find Customer' form first comes up, the cursor is in the right

> place and simply typing and hitting <ENTER> brings up a list. If you can

> find the customer in the list, you can simply select them by using the arrow

> keys (or mouse) and hit <ENTER> to set the customer for the new transaction.

> If the customer is not in the database and a new customer is required, RMS

> falls flat on its face.

> SUGGESTION: If a New customer is generated at POS, that customer should AT

> LEAST become the selected customer in the Find Customer form when you click

> OK to close the customer properties form. AT BEST, clicking New on the Find

> Customer form would close the Find Customer form, open the New Customer form

> and the new customer would immediately become the active customer for the new

> transaction when OK is clicked.

> A cash register should not require a mouse!

> I am merging and/or deleting duplicate customer accounts on a regular basis.

> Nine times out of ten, the account numbers are sequential and the first

> account created has no activity--because the cashier forgot to search for the

> customer they had just created.

> Yes, my cashiers know better. No, this does not excuse poor design.

> Vote for me!

> Tom

Posted by Greg [DRS] on August 10, 2007, 8:58 am

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Our V.I.P. Zone add-in operates like you describe and includes merge
duplicate accounts, automatic reverse number lookup, USPS address
correction, control over new entry form, quick search, and lots more. A
mouse is not required but enables right-click options to shortcuts.
Otherwise use hot keys such as Ctrl-W to list all customers with open
Workorders, or F9 to display driving directions to customer address.

Download a 30 day trial: www.digitalretailer.com/trial.htm

Greg
Digital Retail Solutions
"Save a million keystrokes."

> RMS (any version)

> When the 'Find Customer' form first comes up, the cursor is in the right

> place and simply typing and hitting <ENTER> brings up a list. If you can

> find the customer in the list, you can simply select them by using the

> arrow

> keys (or mouse) and hit <ENTER> to set the customer for the new

> transaction.

> If the customer is not in the database and a new customer is required, RMS

> falls flat on its face.

> SUGGESTION: If a New customer is generated at POS, that customer should

> AT

> LEAST become the selected customer in the Find Customer form when you

> click

> OK to close the customer properties form. AT BEST, clicking New on the

> Find

> Customer form would close the Find Customer form, open the New Customer

> form

> and the new customer would immediately become the active customer for the

> new

> transaction when OK is clicked.

> A cash register should not require a mouse!

> I am merging and/or deleting duplicate customer accounts on a regular

> basis.

> Nine times out of ten, the account numbers are sequential and the first

> account created has no activity--because the cashier forgot to search for

> the

> customer they had just created.

> Yes, my cashiers know better. No, this does not excuse poor design.

> Vote for me!

> Tom

> --

> Stop fishing for e-mail

> ----------------

> This post is a suggestion for Microsoft, and Microsoft responds to the

> suggestions with the most votes. To vote for this suggestion, click the "I

> Agree" button in the message pane. If you do not see the button, follow

> this

> link to open the suggestion in the Microsoft Web-based Newsreader and then

> click "I Agree" in the message pane.

http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=602a282f-fc38-4204-804e-b2408c6f44a6&dg=microsoft.public.pos

Posted by Craig on August 10, 2007, 3:40 pm

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I will say that I tried VIP Zone and it is awesome. If I had a larger store,
or chain of stores I would have definitly bought it.
Craig

> Our V.I.P. Zone add-in operates like you describe and includes merge

> duplicate accounts, automatic reverse number lookup, USPS address

> correction, control over new entry form, quick search, and lots more. A

> mouse is not required but enables right-click options to shortcuts.

> Otherwise use hot keys such as Ctrl-W to list all customers with open

> Workorders, or F9 to display driving directions to customer address.

> Download a 30 day trial: www.digitalretailer.com/trial.htm

> Greg

> Digital Retail Solutions

> "Save a million keystrokes."

>> RMS (any version)

>> When the 'Find Customer' form first comes up, the cursor is in the right

>> place and simply typing and hitting <ENTER> brings up a list. If you can

>> find the customer in the list, you can simply select them by using the

>> arrow

>> keys (or mouse) and hit <ENTER> to set the customer for the new

>> transaction.

>> If the customer is not in the database and a new customer is required,

>> RMS

>> falls flat on its face.

>> SUGGESTION: If a New customer is generated at POS, that customer should

>> AT

>> LEAST become the selected customer in the Find Customer form when you

>> click

>> OK to close the customer properties form. AT BEST, clicking New on the

>> Find

>> Customer form would close the Find Customer form, open the New Customer

>> form

>> and the new customer would immediately become the active customer for the

>> new

>> transaction when OK is clicked.

>> A cash register should not require a mouse!

>> I am merging and/or deleting duplicate customer accounts on a regular

>> basis.

>> Nine times out of ten, the account numbers are sequential and the first

>> account created has no activity--because the cashier forgot to search for

>> the

>> customer they had just created.

>> Yes, my cashiers know better. No, this does not excuse poor design.

>> Vote for me!

>> Tom

>> --

>> Stop fishing for e-mail

>> ----------------

>> This post is a suggestion for Microsoft, and Microsoft responds to the

>> suggestions with the most votes. To vote for this suggestion, click the

>> "I

>> Agree" button in the message pane. If you do not see the button, follow

>> this

>> link to open the suggestion in the Microsoft Web-based Newsreader and

>> then

>> click "I Agree" in the message pane.

http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=602a282f-fc38-4204-804e-b2408c6f44a6&dg=microsoft.public.pos