1.Enter the desired Ordertaker Code for the customers to retrieve.

 

•The default value will be the ordertaker code for the assigned to the user's security account.

 

2.Specify the Delivery Date of the customers to be called.

 

•This field defaults to the day after the current entrée system date.

 

3.Click the Get List button.

 

Requirements Each of the following conditions must be met, for a customer to appear in the Call List.

 

•The customer must have a call time (located on the Routes tab of Customer File Maintenance) defined for the day of the week that matches the current system date.

 

•The customer must have a route (also located on the Routes tab) defined for the day of the week that matches the value of the Delivery Date field.

 

•The Order Taker value (also located on the Routes tab) defined for the day of the week that matches the current system date, must match the value of the Ordertaker Code field.

 

•Customer's that already have an invoice with a delivery date that matched the value of the Delivery Date field will not be displayed.

 

•Customer's that have been manually removed for the day specified in the Delivery Date field will not be displayed.

 

Call Back Comments

In the customer grid is the Call Back Comment area where you can enter short comments related to your customer calls.

 

Right-click a customer and select Edit Comment from the menu or double-click the Call Back Comment text box area for the desired customer to edit or enter a comment.