(Available in Deluxe, Diamond and 24karat)
Add a New Buyer
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.
User Text
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 or group 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'.
Edit an Existing Buyer
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 buyer lists.
For support please Email the Help Desk