Maintain Customer: Difference between revisions

Revision as of 03:52, 8 September 2012

General

File:Customer-Maintain Customer-General Tab.jpg

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

@@ Line 1: / Line 1: @@
-''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.
-::[[File:Customer-Maintain Customer-Browse.jpg|640px]]
-<br />
-=='''New Customer'''==
-* To create NEW customer, CLICK on NEW button. See screenshot below.
-::[[File:Customer-Maintain Customer-NEW.jpg|640px]]
-<br />
-* You will get a blank form to be fill-in with your customer particular.
-::[[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]]
@@ Line 104: / Line 56: @@
 * Field type : Lookup from Maintain Terms.
 * Length : 10
+|-
+| Credit Limit ||
+* Set the credit limit. (for non-Advance Credit Control module)
+* Field type : Numeric
 |-
 | Statement ||
@@ Line 121: / Line 77: @@
 |}
 <br />
-===Note===
-::[[File:Customer-Maintain Customer-Note Tab.jpg|640px]]
-===Sales Tax===
-::[[File:Customer-Maintain Customer-Sales Tax Tab.jpg|640px]]
-=='''Edit Customer'''==
-=='''Save Customer'''==
-=='''Delete Customer'''==
-=='''Customer Code Format'''==
-=='''Credit Control'''==