A transaction (sale or payment) recorded to the incorrect customer account can be transferred to the correct customer account in Minfos.
From the Customer Management module:
1. Click the Enquire menu and select 2. Customer Account Enquiry or click the Customer Account Enquiry icon.
The Customer Account Enquiry window is displayed, with the first customer in your database selected.
2. In the Customer field enter the name or Customer Code of the customer who was charged incorrectly, then press [Tab].
The Customer Search window is displayed.
3. Highlight the customer and click Okay.
4. Enter the Start date and End date that the transaction occurred between, if required. These fields default to include the last the 12 months.
5. From the Trans. type dropdown, select the type of transaction that occurred, if required. By default, All Sales is selected.
Note: If the Trans. type dropdown is updated the transactions that match the search parameters are displayed, skip to step 7.
6. Click Okay or press [Enter].
The Please Wait prompt is displayed.
The transactions that occurred within the search parameters are displayed.
7. Highlight the required transaction and click Transfer.
The Transfer Customer Transaction window is displayed.
8. In the To Customer field enter the name or customer code of the customer you wish to transfer the transaction to, then press [Tab].
The Customer Search window is displayed.
9. Highlight the correct customer and click Okay.
The From Customer and To Customer fields display the name of the customers selected.
10. Check you have selected the correct customers, then click Okay to complete the transfer.
The selected transaction will now be recorded against the To Customer. The transaction details remained unchanged.