Maintain Customer: Difference between revisions

From eStream Software
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.
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 depends on his/her access rights.
2. Any EDITING the system will be audited (logged).

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

Save Customer

Delete Customer

Customer Code Format

Credit Control