PPSS Buyer Records are comprehensive yet easy to use. Each record can include a number of identifiers and notes, making Buyer Management easy, precise and thorough.

Access the Buyers Work Area in PPSS by selecting 'Buyers' under the Work-Areas Menu:

Selecting Buyers from the Work-Areas Menu displays the Buyers Menu at the bottom::

Buyers are listed by ID and Name. Click on ID and Name at the top to sort the list. Click again to reverse the sort. Use the scroll bar on the right (not shown) to locate a Buyer:

 

(Note: Buyer names should be 'last-name-first' for sorting and locating names.)

Click these options on the Time Sort Bar to view Buyers Records which have been added or edited Today, Last 7 Days and so on.:

Click 'View All' at any time to see all Buyer Records.

Select a Buyer Record by clicking on the Record. (T he background color will turn dark blue:)

The Details Area then shows information related to the Buyer selected:

This is the General Tab showing contact information.

The Demographics tab (at the bottom) shows possible descriptors for the customer. (Demographics are 'labels' (like Income, Employer, etc.) that can be assigned to any Buyer, then reports may be generated based upon Demographics.

The History tab lists past purchases made by the Buyer.

Notes are additional information for shop eyes only, and for a message to be printed on the Buyer's Invoice like "Nice to see you again Tom!"

(Note: Information can not be edited on the Details Screen. See Edit Buyer below.)

Select New Buyer in the Buyers Menu. This screen opens. (Resize if necessary.)

The next available Buyer ID is auto-entered.

Enter as much information as desired. Enter a birth date and check Send Mailings if applicable.

Click the Demographics tab to enter that information or click OK to save the Record.

The last field on the Demographics Screen is 'User Text '.

'User' simply means that the person using PPSS determines or 'defines' what an entry should be.

Any 'string of characters' may be entered as 'User Text' to uniquely identify (and later find) a Buyer or group of Buyers.

For example, enter 'best' in this field for your 'best Buyers'. Later on create a Report and use the User-Text as the search parameter, entering 'best' (without quotes) as the 'search criteria'.

Double click on a Buyer Record to open its Edit Screen.

Change any information or add Notes then click OK to save changes. Note that a Buyer may be marked as Inactive at any time. This is useful for excluding 'Inactive Buyers' from customer lists.

Select a Buyer Record from the List and click Delete Buyer in the Buyer Menu (or right click on the record and select Delete). Some records can not be deleted if they are tied to active transactions.

Select a Buyer then click New Sale in the Buyers Menu (lower left in PPSS), or select New Sale in the Quick Links Menu (on the right), or just press F7. The Sales Invoice will be opened with the Selected Buyer's information pre-entered.

Please see Sales for New-Sale Instructions.

There are 2 ways to view a completed sale:

1. Select a buyer then click on the History tab at the bottom.

Select a sale and chose View sale from the Sales Menu (on the left).

2. Select the sale from the Main Table in the Sales Work Area and chose View Sale from the Sales Menu.

Only these changes may be made when viewing an existing Sale.

To change anything else, the Invoice must be voided and a new one created.