Maintain Customer: Difference between revisions

From eStream Software
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Revision as of 04:46, 27 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.
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

Customer-Maintain Customer-Sales Tax Tab.jpg

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 user access rights granted.


Customer Code Format

  • Customer code can be AUTO generate or overwrite it manually. See screenshot below.
File:Customer-Maintain Customer-Customer Code.jpg
IMPORTANT : 
1. Every customer code is unique. 
2. If the system found there is an duplicate code trying to save, users will be notify by warning message.
See screenshot below.
Customer-Maintain Customer-Duplicate Code.jpg  


  • You can set the customer code format via Tools | Options...(Customer). See screenshot below.
Customer-Maintain Customer-Customer Code Format.jpg


  • Explanation of the Customer Code Format:
Customer-Maintain Customer-Customer Code Format2.jpg
  • For example,
Company Name Customer Control Acc Format Result
ABCD SDN BHD

301-000

%.1s-%.1s%.1d

3-A-1

ABCD SDN BHD

301-000

%.2s-%.2s%.2d

30-AB-01

ABCD SDN BHD

301-000

%.3s-%.3s%.3d

301-ABC-001

ABCD SDN BHD

301-000

%.4s-%.4s%.4d

301--ABCD-0001


Credit Control

  • Credit Control use to control the customer outstanding within the specific overdue and credit limit given. See screenshot below.
File:Customer-Maintain Customer-Credit Control.jpg
IMPORTANT : 
1. Depends on the user access rights to the Customer Credit Control.
2. Override credit limit can be granted in the user access control.


  • Credit Control can be apply to the following:-
  1. QT - Quotation
  2. SO - Sales Order
  3. DO - Delivery Order
  4. IV - Sales Invoice
  5. CS - Cash Sales
  6. DN - Debit Note


  • See screenshot below.
File:Customer-Maintain Customer-Credit Control-Exceed Credit Limit.jpg


Control Type Action ALLOW EXCEED?
Exceed Credit Limit Unblock YES
Exceed Credit Limit

Block || NO

Exceed Credit Limit

Override || PASSWORD REQUIRED

Exceed Overdue Limit

Unblock || YES

Exceed Overdue Limit Block

NO

Exceed Overdue Limit Override

PASSWORD REQUIRED