1stBase Help

This window is displayed when the CV button is clicked from the Machine Registration window.

As Customer Verification is machine based only one CV record can exist for each machine. When minimised (the start-up state) the CV window is disabled when a CV record does not exist. However on clicking the CV button in Machine Registration you will be asked whether to add the CV record.

Abbreviated customer details are displayed here. You can change them by clicking on the 'Revise' button. This will display the Customer window so that you can change details.

Click this button to display the main customer record for this sale.

This is the date that the Customer Verification was carried out.

The person who carried out the Customer Verification.

The Customers occupation.

The person who closed the sale.

The original deposit paid by the customer.

The date the deposit was paid.

How the deposit was paid.

The finance companies approached to provide funds for the sale. Up to 3 can be entered.

The type of credit card used to support an Instant Credit application.

The period over which the credit will be repaid.

The amount to be repaid.

If checked then the sale included repayment insurance.

If checked then payment for this sale was deferred.

If checked then the repayment period was agreed as interest free.

The date the final payment was made.

The dates the relevant credit documents were actioned.

Any special terms that were agreed in order to make the sale and the date they were fulfilled.