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Defining Customers in NCR CounterPoint

This self-paced lesson is designed for the users of NCR Counterpoint who need to understand the process of defining customers. In this training lesson, you will learn:
  • How the customer’s type determines handling of the customer in various parts of the software
  • The various ways to define customers
  • The purpose of each field in a customer record
  • How to define shipping addresses for a customer
  • What balances are tracked for customers and when they are updated
  • How to work with customer notes
  • How to renumber a customer
  • How to purge inactive customers
The lesson contains demonstrations and activities that simulate use of each activity in NCR Counterpoint exactly as you would if you were actually in the application itself. Learning Checks at the end of each topic help you to evaluate what you have learned. Approximate Length: 45 minutes