Maintain Customer

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

New Customer

To create NEW customer, CLICK on NEW button. See screenshot below.

File:Customer-Maintain Customer-NEW.jpg

You will get a blank form to be fill-in with your customer particular.

File:Customer-Maintain Customer-NEW FORM.jpg

You may start input the following fields:

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

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

Note

File:Customer-Maintain Customer-Note Tab.jpg

Sales Tax

Edit Customer

You can EDIT the customer, CLICK on EDIT button. See screenshot below.

File:Customer-Maintain Customer-EDIT.jpg

NOTE : 
1. User able to EDIT the customer data depends on the user access rights granted.
2. Any EDITING the system will be audited (logged) with changes made.

Save Customer

You have to SAVE the customer data before can be used. See screenshot below.

File:Customer-Maintain Customer-SAVE.jpg

Delete Customer

You can DELETE the unwanted customer data. See screenshot below.

File:Customer-Maintain Customer-DELETE.jpg

NOTE : 
1. User able to DELETE the customer data depends on the users access rights granted.

Customer Code Format

Credit Control