Maintain Customer: Difference between revisions

From eStream Software
 
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* 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 list.  
* 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 list.  


::[[File:Customer-Maintain Customer-Browse.jpg|640px]]
[[File:maintain cust1.png|center]]


<br />
<br />
<div style="float: right;">  [[#top|[top]]]</div>


==New Customer==
=How to Create New Customer=
* To create NEW customer, CLICK on NEW button. See screenshot below.
* Click the 'NEW' button.  
::[[File:Customer-Maintain Customer-NEW.jpg|640px]]
[[File:maintain cust2.png|center]]
<br />
* You will get a blank form to be fill-in with the customer data.
::[[File:Customer-Maintain Customer-NEW FORM.jpg|640px]]
<br />
<br />
<div style="float: right;">  [[#top|[top]]]</div>
*Key in you customer's details
[[File:maintain cust3.png|800px|center]]
* You may start input the following fields:
* You may start input the following fields:
{| class="wikitable"
{| class="wikitable" style="margin: 1em auto 1em auto;"
|-
|-
! Field Name !! Explanation & Properties
! Field Name !! Explanation & Properties
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|}
|}
<br />
<br />
===General===
===General===
::[[File:Customer-Maintain Customer-General Tab.jpg|640px]]
[[File:maintain cust5.png|center]]


{| class="wikitable"
{| class="wikitable" style="margin: 1em auto 1em auto;"
|-
|-
! Field Name !! Explanation & Properties
! Field Name !! Explanation & Properties
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| Statement ||  
| Statement ||  
* Select a default statement type, ie. Open Item or Brought Forward.
* Select a default statement type, ie. Open Item or Brought Forward.
*Brought Forward: Summary Statement
*Open Item: Detail Statement
* Field type : Option
* Field type : Option
* Default : Open Item
* Default : Open Item
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| Aging On ||  
| Aging On ||  
* Select a default Aging type, ie. Invoice Date or Due Date.
* Select a default Aging type, ie. Invoice Date or Due Date.
*Invoice Date: based on IV Date
*Due Date: Based on after due date(terms)
* Field type : Option
* Field type : Option
* Default : Invoice Date
* Default : Invoice Date
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===Note===
===Note===
::[[File:Customer-Maintain Customer-Note Tab.jpg|640px]]
[[File:maintain cust0note.png|center]]


{| class="wikitable"
{| class="wikitable" style="margin: 1em auto 1em auto;"
|-
|-
! Field Name !! Explanation & Properties
! Field Name !! Explanation & Properties
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* This remark will show in Inquiry | Account Inquiry...
* This remark will show in Inquiry | Account Inquiry...
* For example, "Check payment refer to Ms Lee (012-345 67890)".
* For example, "Check payment refer to Ms Lee (012-345 67890)".
* Field type : Alphanumerical
* Length : 80
|-
| Reg No.(new)||
* Key in Company's Registration Number
* Field type : Alphanumerical
* Length : 80
|-
| (Old)||
* Use the magnifying icon to search for the registration number
* Field type : Alphanumerical  
* Field type : Alphanumerical  
* Length : 80
* Length : 80
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=== Tax ===
=== Tax ===
::[[File:Customer-Maintain Customer-Sales Tax Tab1.jpg|640px]]
[[File:maintain cust tax.png|800px|center]]


{| class="wikitable"
{| class="wikitable" style="margin: 1em auto 1em auto;"
|-
|-
! Field Name !! Explanation & Properties
! Field Name !! Explanation & Properties
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| Tax Area ||
| Tax Area ||
* Not applicable to Malaysia/Singapore
* Not applicable to Malaysia/Singapore
|-
| Sales Tax Area ||
* Key in Company Sales Tax Number
|-
| Service Tax Area ||
* Key in Company Service Tax number
|-
|-
| Exemption No ||  
| Exemption No ||  
* Input the customer Sales Tax Exemption no.
* Input the Sales Tax Exemption no. received from customer
* Field type : Alphanumeric
* Field type : Alphanumeric
* Length : 50
* Length : 50
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'''Tariff Code Setting'''<br />
'''Tariff Code Setting'''<br />
This setting apply to customer who has the exemption certificate approved under '''Sales Tax (Person Exempted from Payment of Tax) Order 2018'''.  
This setting set to customer who has supply the taxable goods under the '''Sales Tax (Person Exempted from Payment of Tax) Order 2018'''.  
{| class="wikitable"
{| class="wikitable" style="margin: 1em auto 1em auto;"
|-
|-
! Field Name !! Explanation & Properties
! Field Name !! Explanation & Properties
|-
|-
| Tariff ||
| Tariff ||
* Add tariff code of taxable goods to be sold in exemption.
* Add tariff code of taxable goods to be sold in exemption. You can find out your tariff code at <ahref="url"> http://mysstext.customs.gov.my/tariff/</a>
* Lookup: [[Maintain Tariff]]
* Lookup: [[Maintain Tariff]]
* Related Topic [[Maintain Stock Item#Main_Header]]
|-
|-
| Tax ||
| Tax ||
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* '''Schedule B''' tax code : '''SEB'''
* '''Schedule B''' tax code : '''SEB'''
* '''Schedule C''' tax code : '''SEC1, SEC2, SEC3, SEC4, SEC5'''
* '''Schedule C''' tax code : '''SEC1, SEC2, SEC3, SEC4, SEC5'''
* Lookup: [[Maintain Tax]]
* Lookup from [[Maintain Tax]]
|}
|}
Press 'SAVE' button once you are done
After Saving, you should see all your customer's information on this screen
[[File:maintain cust4.png|center]]
<br />
<br />
<div style="float: right;">  [[#top|[top]]]</div>


==Edit Customer==
==Edit Customer==
* You can EDIT the customer, CLICK on EDIT button. See screenshot below.
* If you want to make some changes in your customer details. click the 'EDIT' button
::[[File:Customer-Maintain Customer-EDIT.jpg|640px]]
[[File:maintain cust edit.png|800px|center]]
<br />
<br />
  NOTE :  
  NOTE :  
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  2. Any EDITING the system will be audited (logged) with changes made.
  2. Any EDITING the system will be audited (logged) with changes made.
   
   
<br />
<div style="float: right;">  [[#top|[top]]]</div>
 
==Save Customer==
* You have to SAVE the customer data before can be used. See screenshot below.
::[[File:Customer-Maintain Customer-SAVE.jpg|640px]]
<br />


==Delete Customer==
==Delete Customer==
* You can DELETE the unwanted customer data. See screenshot below.
* You can DELETE the unwanted customer data. See screenshot below.
::[[File:Customer-Maintain Customer-DELETE.jpg|640px]]
[[File:maintain cust delete.png|800px|center]]
   
   
  NOTE :  
  NOTE :  
  1. User able to DELETE the customer data depends on the user access rights granted.
  1. Ability to DELETE customer depends on the User Rights given to user.
 
<br />


==Customer Code Format==
==Customer Code Format==
* Customer code can be AUTO generate or overwrite it manually. See screenshot below.
* Customer code are generated AUTOMATICALLY after pressing the SAVE button
::[[File:Customer-Maintain Customer-Customer Code.jpg|640px]]
  IMPORTANT :  
  IMPORTANT :  
  1. Every customer code is unique.  
  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.
  2. If the system found there is an duplicate code trying to save, users will be notify by warning message.
  See screenshot below.
  See screenshot below.
  [[File:Customer-Maintain Customer-Duplicate Code.jpg|340px]]   
  [[File:Customer-Maintain Customer-Duplicate Code.jpg|340px|center]]   


<br />
<br />
* You can set the customer code format via Tools | Options...(Customer). See screenshot below.
* You can set the customer code format via Tools | Options...(Customer). See screenshot below.
::[[File:Customer-Maintain Customer-Customer Code Format.jpg|640px]]
[[File:Customer-Maintain Customer-Customer Code Format.jpg|640px|center]]
<br />
<br />


* Explanation of the Customer Code Format:  
* Explanation of the Customer Code Format:  
::[[File:Customer-Maintain Customer-Customer Code Format2.jpg|640px]]
[[File:Customer-Maintain Customer-Customer Code Format2.jpg|640px|center]]


* For example,  
* For example,  


{| class="wikitable"
{| class="wikitable" style="margin: 1em auto 1em auto;"
|-
|-
! Company Name !! Customer Control Acc !! Format !! Result
! Company Name !! Customer Control Acc !! Format !! Result
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|}
|}
<br />
<br />
<div style="float: right;">  [[#top|[top]]]</div>


==Credit Control==
==Credit Control==
* Credit Control use to control the customer outstanding within the specific overdue and credit limit given. See screenshot below.
* 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|640px]]
[[File:Customer-Maintain Customer-Credit Control.png|800px|center]]
   
   
  IMPORTANT :  
  IMPORTANT :  
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* You have tick "Apply To" in order to set the further action (eg. unblock, block or override) to control the exceed credit and overdue limit. See screenshot below.
* You have tick "Apply To" in order to set the further action (eg. unblock, block or override) to control the exceed credit and overdue limit. See screenshot below.
::[[File:Customer-Maintain Customer-Credit Control-Exceed Credit Limit.jpg|640px]]
[[File:Customer-Maintain Customer-Credit Control-Exceed Credit Limit.png|800px|center]]


{| class="wikitable"
{| class="wikitable" style="margin: 1em auto 1em auto;"
|-
|-
! Control Type !! Action !! ALLOW EXCEED
! Control Type !! Action !! ALLOW EXCEED
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* You have tick "Apply To" any document type in order to tick the SUSPENDED.  
* You have tick "Apply To" any document type in order to tick the SUSPENDED.  
* At the same times, you can input the suspended message to prompt to the user when they try to save the documents. See screenshot below.
* At the same times, you can input the suspended message to prompt to the user when they try to save the documents. See screenshot below.
::[[File:Customer-Maintain Customer-Credit Control-Suspended.jpg|640px]]
[[File:Customer-Maintain Customer-Credit Control-Suspended.png|800px|center]]
<br />
<br />
<div style="float: right;">  [[#top|[top]]]</div>
==See also==
* [https://wiki.sql.com.my/wiki/account4:Contents SQL Accounting]
* [[Maintain Tariff]]
* [[Maintain Tax]]
* [[Maintain Supplier]]
* [[Maintain Stock Item]]

Latest revision as of 05:31, 26 May 2021

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 list.
Maintain cust1.png


How to Create New Customer

  • Click the 'NEW' button.
Maintain cust2.png


  • Key in you customer's details
Maintain cust3.png
  • 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

Maintain cust5.png
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.
  • Brought Forward: Summary Statement
  • Open Item: Detail Statement
  • Field type : Option
  • Default : Open Item
Aging On
  • Select a default Aging type, ie. Invoice Date or Due Date.
  • Invoice Date: based on IV Date
  • Due Date: Based on after due date(terms)
  • 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

Maintain cust0note.png
Field Name Explanation & Properties
Account Open Date
  • Creation date
  • Field type : Date
Remark
  • This remark will show in Inquiry | Account Inquiry...
  • For example, "Check payment refer to Ms Lee (012-345 67890)".
  • Field type : Alphanumerical
  • Length : 80
Reg No.(new)
  • Key in Company's Registration Number
  • Field type : Alphanumerical
  • Length : 80
(Old)
  • Use the magnifying icon to search for the registration number
  • Field type : Alphanumerical
  • Length : 80
Biz Nature
  • Input customer business of nature.
  • For example, Chemical Manufacturing, Car Service, etc.
  • Field type : Alphanumerical
  • Length : 100
Note
  • Record the customer knowledge base. You can use the "Date Stamp".
  • Field type : Alphanumerical
  • Length : Rich Text
Status
  • Active - Allow to create official documents and select to print Customer Statement.
  • Inactive - Not allow to create official documents, but cannot select to print Customer Statement.
  • Suspend - Not allow to create official documents, but can select to print Customer Statement.
  • Prospect - Allow to create official documents and select to print Customer Statement.
  • Pending - Allow to create official documents and select to print Customer Statement.


Tax

Maintain cust tax.png
Field Name Explanation & Properties
Default Tax
  • Select a default tax code based on customer
Tax Area
  • Not applicable to Malaysia/Singapore
Sales Tax Area
  • Key in Company Sales Tax Number
Service Tax Area
  • Key in Company Service Tax number
Exemption No
  • Input the Sales Tax Exemption no. received from customer
  • Field type : Alphanumeric
  • Length : 50
Expiry Date
  • Set a Expiry Date.
  • This will be tax exempted before the expiry date.
  • Field type : Date


Tariff Code Setting
This setting set to customer who has supply the taxable goods under the Sales Tax (Person Exempted from Payment of Tax) Order 2018.

Field Name Explanation & Properties
Tariff
Tax
  • Select an appropriate tax code falls under the Person Exempted in Schedule A, B, and C.
  • Schedule A tax code : SEA
  • Schedule B tax code : SEB
  • Schedule C tax code : SEC1, SEC2, SEC3, SEC4, SEC5
  • Lookup from Maintain Tax

Press 'SAVE' button once you are done

After Saving, you should see all your customer's information on this screen

Maintain cust4.png


Edit Customer

  • If you want to make some changes in your customer details. click the 'EDIT' button
Maintain cust edit.png


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.

Delete Customer

  • You can DELETE the unwanted customer data. See screenshot below.
Maintain cust delete.png
NOTE : 
1. Ability to DELETE customer depends on the User Rights given to user.

Customer Code Format

  • Customer code are generated AUTOMATICALLY after pressing the SAVE button
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.
Customer-Maintain Customer-Credit Control.png
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/Overdue Limit

  • Credit limit is the limit to set based on the total outstanding.
  • Overdue limit is the limit to set based on the overdue outstanding only.
  • Tick "Add PD Cheque to Credit Limit" to include any post dated payment to increase the credit limit.


Exceed Credit/Overdue Limit

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


  • You have tick "Apply To" in order to set the further action (eg. unblock, block or override) to control the exceed credit and overdue limit. See screenshot below.
Customer-Maintain Customer-Credit Control-Exceed Credit Limit.png
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


Suspended

  • You have tick "Apply To" any document type in order to tick the SUSPENDED.
  • At the same times, you can input the suspended message to prompt to the user when they try to save the documents. See screenshot below.
Customer-Maintain Customer-Credit Control-Suspended.png


See also