No edit summary |
|||
Line 133: | Line 133: | ||
=='''Edit Customer'''== | =='''Edit Customer'''== | ||
* You can EDIT the customer, CLICK on EDIT button. See screenshot below. | |||
::[[File:Customer-Maintain Customer-EDIT.jpg|640px]] | |||
<br /> | |||
Note: | |||
1. User able to EDIT depends on his/her access rights. | |||
2. Any EDITING the system will be audited (logged). | |||
::[[File:Customer-Maintain Customer-NEW FORM.jpg|640px]] | |||
<br /> | |||
* You may start input the following fields: | |||
{| class="wikitable" | |||
|- | |||
! Field Name !! Explanation & Properties | |||
|- | |||
| Company || | |||
* Input the customer billing company name. | |||
* Field type : Alphanumerical | |||
* Length : 100 | |||
|- | |||
| Description 2 (UNDERLINE below Company) || | |||
* An optional field recommended to input Chinese translated name, former company name, company register no, etc. | |||
* Field type : Alphanumerical | |||
* Length : 100 | |||
|- | |||
| Control A/c || | |||
* Select an appropriate Customer Control Account wish to be posted to GL when customer documents are created. | |||
* Field type : Lookup from the Maintain Accounts (Special Type: Customer Control Account) | |||
* Length : 10 | |||
|- | |||
| Code || | |||
* AUTO/MANUAL generate the Customer Code. | |||
* Field type : Alphanumerical | |||
* Length : 10 | |||
|- | |||
| Cust Category || | |||
* Categorize your customer for reporting purpose. | |||
* Field type : Lookup from Maintain Company Category | |||
* Length : 15 | |||
|} | |||
<br /> | |||
===General=== | |||
::[[File:Customer-Maintain Customer-General Tab.jpg|640px]] | |||
{| class="wikitable" | |||
|- | |||
! Field Name !! Explanation & Properties | |||
|- | |||
| Branch Name || | |||
* You may maintain multiple set of addresses by differential the Branch Name. | |||
* Default Branch Name: BILLING | |||
* Field type : Alphanumerical | |||
* Length : 100 | |||
|- | |||
| Address (4 lines) || | |||
* Input the company addresses. | |||
* Field type : Alphanumerical | |||
* Length : 40 (each lines) | |||
|- | |||
| Attention || | |||
* Input the contact person. | |||
* Field type : Alphanumerical | |||
* Length : 70 | |||
|- | |||
| Phone 1 & 2 || | |||
* Input the telephone no. | |||
* Field type : Alphanumerical | |||
* Length : 30 | |||
|- | |||
| Fax 1 & 2 || | |||
* Input the fax no. | |||
* Field type : Alphanumerical | |||
* Length : 30 | |||
|- | |||
| Email || | |||
* Input the email. | |||
* Field type : Alphanumerical | |||
* Length : 60 | |||
|- | |||
| Area || | |||
* Select a default Area. | |||
* Field type : Lookup from Maintain Area | |||
* Length : 10 | |||
|- | |||
| Agent || | |||
* Select a default Agent. | |||
* Field type : Lookup from Maintain Agent | |||
* Length : 10 | |||
|- | |||
| Currency || | |||
* Select a default Currency. | |||
* Field type : Lookup from Maintain Currency | |||
* Length : 6 | |||
|- | |||
| Credit Terms || | |||
* Select a default Terms. | |||
* Field type : Lookup from Maintain Terms. | |||
* Length : 10 | |||
|- | |||
| Credit Limit || | |||
* Set the credit limit. (for non-Advance Credit Control module) | |||
* Field type : Numeric | |||
|- | |||
| Statement || | |||
* Select a default statement type, ie. Open Item or Brought Forward. | |||
* Field type : Option | |||
* Default : Open Item | |||
|- | |||
| Aging On || | |||
* Select a default Aging type, ie. Invoice Date or Due Date. | |||
* Field type : Option | |||
* Default : Invoice Date | |||
|- | |||
| Price Tag|| | |||
* Set the price tag to the items. | |||
* Field type : Lookup from Maintain Stock Price Tag. | |||
* Length : 10 | |||
|} | |||
<br /> | |||
===Note=== | |||
::[[File:Customer-Maintain Customer-Note Tab.jpg|640px]] | |||
===Sales Tax=== | |||
::[[File:Customer-Maintain Customer-Sales Tax Tab.jpg|640px]] | |||
=='''Save Customer'''== | =='''Save Customer'''== |
Revision as of 02:34, 26 February 2013
Menu: Customer | Maintain Customer...
Introduction
- To keep the customer profile data such as addresses, telephone, fax, email, contact person, credit limits, credit terms, etc. In other words, it is your customer contacts.
New Customer
- To create NEW customer, CLICK on NEW button. See screenshot below.
- You will get a blank form to be fill-in with your customer particular.
- You may start input the following fields:
Field Name | Explanation & Properties |
---|---|
Company |
|
Description 2 (UNDERLINE below Company) |
|
Control A/c |
|
Code |
|
Cust Category |
|
General
Field Name | Explanation & Properties |
---|---|
Branch Name |
|
Address (4 lines) |
|
Attention |
|
Phone 1 & 2 |
|
Fax 1 & 2 |
|
| |
Area |
|
Agent |
|
Currency |
|
Credit Terms |
|
Credit Limit |
|
Statement |
|
Aging On |
|
Price Tag |
|
Note
Sales Tax
Edit Customer
- You can EDIT the customer, CLICK on EDIT button. See screenshot below.
Note: 1. User able to EDIT depends on his/her access rights. 2. Any EDITING the system will be audited (logged).
- You may start input the following fields:
Field Name | Explanation & Properties |
---|---|
Company |
|
Description 2 (UNDERLINE below Company) |
|
Control A/c |
|
Code |
|
Cust Category |
|
General
Field Name | Explanation & Properties |
---|---|
Branch Name |
|
Address (4 lines) |
|
Attention |
|
Phone 1 & 2 |
|
Fax 1 & 2 |
|
| |
Area |
|
Agent |
|
Currency |
|
Credit Terms |
|
Credit Limit |
|
Statement |
|
Aging On |
|
Price Tag |
|