2
Contents
1.
...................................................................................... 5
Introduction of the Customer File
1.1. .................................................................................................................... 5 Outline of the system
1.2.
.................................................................................................................. 6 Jobs and functions list
1.3.
..................................................................................................................... 7 What’s RFM Analysis
2.
............................................................................ 9
Operation of the V-REGI Customer File
2.1. ................................................................................................................................. 9 Customer Note
2.1.1. ........................................................................................................................................................... 10 Main screen
2.1.2.
.................................................................................................................................... 11 Register New Customer
2.1.3.
....................................................................................................... 12 Register New Customer at Registration
2.1.4.
...............................................................................................................................17 Edit Customer Information
2.1.5.
............................................................................................................................. 18 Lock Customer Information
2.1.6.
.......................................................................................................................... 19 Delete Customer Information
2.1.7.
................................................................................................................................................ 20 Search Customer
2.1.8.
............................................................................................................................................................... 22 Functions
2.2. ........................................................................................................................ 37 Customer Analysis
2.2.1. .......................................................................................................................................................... 37 Base Screen
2.2.2.
....................................................................................................................................................... 39 Rank Settings
2.2.3.
.............................................................................................................. 40 Search from Result of RFM Analysis
2.2.4.
................................................................................................................................................................. 42 Function
2.3. ........................................................................................................ 45 Settings for Customer File
2.3.1. ............................................................................................................................................................. 45 Main Menu
2.3.2.
...................................................................................................................................... 46 Customer File Settings
2.3.3.
.................................................................................................. 49 Set Up Candidates (List) of Customer File
2.3.4.
..................................................................................................................................... 51 Setting of RFM Analysis
2.3.5.
.................................................................................................................. 52 Functions (On Customer Setting)
2.3.6.
.............................................................................................................................................................. 70 Protection
2.3.7.
....................................................................................................................................................... 71 Data Deletion
3.
.............................................................................. 73
Link with Sales Management System
3.1. ...................................................................................................................... 73 Customer Accounts
3.1.1. .................................................................................................................................................................. 73 Settings
3.1.2.
................................................................................................................................................. 73 Customer charge
3.1.3.
........................................................................................................... 73 Receive payment of customer charge
3.1.4.
......................................................................................... 75 Check the current balance of customer charge
3.1.5.
................................................................................................................................... 75 Cancel customer charge
4.
........................................................................................................................................... 76
Others
4.1. ...................................................................................................................................... 76 Output PDF
4.1.1. ........................................................................................................................................................ 78 Save location
4.1.2.
.................................................................................................................................................................... 78 Others
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