This screen shot shows the Windows7 version of the Customer Window for the PERFECT FIT 7 Series. The Macintosh version is very similar.
Our approach to software design has been to make the software as easy to use as possible, yet provide flexibility and power behind the scenes.
Many of the buttons on each window will open subsidiary windows to access and edit a deeper level of information.The Orders button will open a list of all orders on file for the customer. This list can be open at the same time as the customer window. Double Clicking on an order in the list will open the order window to show that order.
A large monitor can be a big benefit when using PERFECT FIT, as you can have as many windows open at the same time as you want.
You can set up as many different customer terms as you want.The Prices button will allow you to assign this customer to a price level which has been previously set up in the Style Master. You can also set up a custom price list for individual items for each customer that will automatically be used during order entry.
The Docs (Documents) button will open linked files created by other programs, such as Word, Excel, and PDF files. These files are stored outside of the PF database, so there is no issue about always linking to the latest documents.
The Notes button opens the window shown below.
Each Customer (and vendor and sales rep) has a linked notes window. You can enter and store an unlimited number of notes. The notes have a built in reminder system. You can set notes to remind yourself or any other user, or all users, at a specified date. This feature is great for recording A/R calls and generating reminders to follow-up on late accounts. It is also often used by the sales team to record contacts and remind users of product interest and sales calls.
Notes can be grouped by subject or department. The entire text of the notes can be searched and used in reports.