Customer Maintenance

This form is used for recording the details of each customer. A customer must be registered first, and assigned a customer number, before any transaction for that customer can be processed.

 

 

i.                    Input the customer no. code less than 8 characters.

 

ii.                  Input the required information such as customer name, address, payment currency, profit centre, payment term and salesman no. Other information is optional to be input.

 

iii.                Each customer should have its unique customer no. and customer name in one company.

 

iv.                 Salesperson master record can be defined in Accounts Receivable > Maintenance > Salesperson Maintenance.

 

v.                   To let the defined customer to be used in the system, select the ‘Aurthorized’ option.

 

vi.                 Finally, save this customer record.

 

Explanation of Fields

 

Customer ID

 

Required. Capslock.

 

Active

 

Default to Active. If the customer is not authorized, no new sales order for that customer can be processed.

 

Customer Name

 

Required.

 

Address

 

Optional.

 

Contact Person

 

Optional.

 

Title

 

Optional.

 

Phone 1

 

Optional. Capslock.

 

Phone 2

 

Optional. Capslock.

 

Fax

 

Optional. Capslock.

 

Email

 

Optional.

 

Mail Code

 

Optional.


Customer Class

        Optional.


Payment Currency


Default to base currency.

 

Profit Centre

 

Capslock. If Accounting is implemented, then this is a required field.

 

The profit centre for the customer determines which account will the customer's purchases from the company be debited to. If Accounting is not activated for this Company, the Profit Centre will not be specified; that is, it will even be shown on the screen at all.

 

Price Code

 

Capslock. Optional.

 

Credit Limit

 

Optional. Must not be less than zero. No decimal places.

 

Discount Rate

 

Optional. Range 0 to 100.

 

This is the default over-all discount that will be given to the customer everytime a new sales order is processed.

 

Payment Term

 

Optional.

 

Salesperson ID

 

Optional. Capslock.

 

Shipping Addresses Tab

 

 

This form is used for entering a customer’s other addresses. By default, the shipment address for a customer is taken from the address in the customer record. If a customer has several other addresses being used for shipment, these other addresses are recorded here for easy retrieval later during transaction processing.

 

Explanation of Fields

 

Ship To ID

 

                Required. Capslock.

 

Shipment Address

 

                Required.

 

Telephone

 

Optional

 

Fax

 

Optional

 

Email

 

Optional

 

Contact

 

Optional

 

 

Price List Tab

This form is used for defining discount rates for the items given to a customer. The information specified in this form for a particular customer will overwrite the discount rate set for that item in the Item Master.

 

Explanation of Fields

 

Item No.

 

                Required. Must be a valid Item No. defined in 3.3 Item Master.

 

Item Name

               

                For display only.

 

Customer Item No.

 

                Optional.

 

Currency

 

                Required

 

Price

                Optional.

 

Discount Rate

 

                Required. Range 1 to 100. Default to 0.

 

Item Cat Discounts

 

 

This form is used for defining discount rates for the item categories given to a customer.  The discount rate set for an item will overwrite the rate for the category that the item belongs to.

 

Category

 

Required. Must be a valid category defined in the Global Function module - Item Category.

 

Description

       

        For display only.

 

Discount Rate

 

Required. Range 1 to 100. Default to 0


 

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