Course Sections
1) Customers
Item Options
In The Uniform Solution whenever you setup items on a contract, items can either be a style, product, description, or department. This training video shows you how to manipulate your item options on a contract.
Billing Options
In The Uniform Solution on the Customer Form, one of the most important tabs is the billing information tab. This tab lets you set billing options for particular customers. This training video explains the functionality of the billing tab on the customer form, and how to personalize the information to match your needs.
Customer Form
In The Uniform Solution whenever you add new or edit existing customers in the Customer List you are taken to the Customer Form. This training video demonstrates how to use the Customer Form to create or edit customers.
Customer List
The Customer List contains a complete listing of all customer that have ever been entered into The Uniform Solution. This training video shows you how to sort, navigate, and utilize the information on the Customer List.
Customer Overview
Customers are the lifeline of a retailer The Uniform Solution makes it easy to record and maintain information about your customers. This training video gives a brief overview on creating, accessing, and modifying information on your customers.
Customer Standards
While using The Uniform Solution may need to export your Customer List to a file to provide to a third party. This training video shows how you can easily export your Customer List when needed.
Exporting Customers
While using The Uniform Solution may need to export your Customer List to a file to provide to a third party. This training video shows how you can easily export your Customer List when needed.
Limiting Customers on The Customer List
In The Uniform Solution the Customer List is a listing of all your recorded customers. This training video shows you how you can edit filter settings to make navigating the customer list easier.
Mailing labels
In The Uniform Solution you can print mailing label for your customers. This training video shows how you can easily print mailing labels for some or all of your customers.
Sales Tax Options
While using The Uniform Solution some customers will have special sales tax considerations. This training video shows you how to use the sales & taxes tab of the Customer Form to fit your customer’s tax needs.