The New Instore Charges form allows the user to add additional charges to an instore charge customer’s account.  This form is accessed from the Customers Icon in the Main Menu.  Click on Instore Charge Maintenance, and then press Charges in the toolbar.


To add new Instore Charges to the customer’s account:

  1. Enter the customer’s Card NoCard_Number_2.  If you have already selected the customer via the Instore Charge Maintenance form, that customer’s information will be displayed.  To select a different customer, press the find button to the right of the card number field.  You may search by name or card number.
  2. The following fields, which are for display only, appear:
    • Name
    • Balance
    • Terms: The Terms, which have been selected for the customer, by the Set Customer Instore Charge attributes, are displayed.
    • Trans ID: The Transaction ID is displayed in this field. This is the system generated sequential transaction number. When adding a new transaction, this is displayed as “New Trans”. When the record is saved the ID number is automatically assigned.
  1. Select the Proc Date.Processing_Date
  2. The Type Typeof Charge defaults to Misc. Charge.
  3. Fill in the AmountAmount_2 of the charge.
  4. Enter a Ref No.Ref_No., if desired.  This field is optional for Back End charges.
  5. Enter the Due Date.Due_Date_2
  6. Enter a short Memo Miscellaneous_Charge_Memoabout the charge. This field is optional.
  7. Press Save.
  8. To add another charge to the customer’s account, press Add. Otherwise, press Close to return to the Instore Charge Maintenance Form.