Customer Maintenance in detail

From the main menu select Sales>> Customer Maintenance, or
Click the customer maintenance icon from the shortcut toolbar. The following screen will be displayed.
The Customer Maintenance screen is split into seven different tabs, Customer, Accounts, Memo , Transactions, Contacts, Order and HH Message .

Below is a explanation of the fields found in the customer record.

Field Name

Description or Actions

Account no

Select the Customer's account number eg EMS01

Account Balance

This field will hold the customer's account balance

Company

Enter Customer's Company name

Address

Enter Customer's address details , the system allows 5 address lines to be entered

Phone

Enter the customers phone number where possible to allow for accounts follow up.

Email

This is the email address of the customer. This facility will allow you to email invoices and letters in the future and save on the cost of postage and paper handling.

Currency

The currency for the customer invoice

Store No. The store number received the goods can be printed on the dockets. This is required by some central billing customers.

EAN Barcode is required for EDI

Active

Tick if the customer is active, billings will only be permitted to active customers

Frequency

The billing frequency group to which the customer belongs

Type

The customer type grouping

Route Code

The route for the customer

Print Priced Document

Tick this box if you wish to print priced document

Account Open

Tick this box to ensure the customer account is active

Invoice Transactions

Tick this box to produce invoices for transactions

Delivery Invoice

Tick this box if it is a delivery address only

Master Account Code

This field will be enabled if the delivery invoice is ticked and all transactions added to this customer will be billed to the master account.

Delivery Agent

Select the appropriate delivery agent code if you have an agent allocated to make deliveries to this customer.

Route

Select the appropriate route

Name

The area within the route which the customer should be placed

Sequence

The sequence within the Area

Field Name	Description or Actions
Account no	Select the Customer's account number eg EMS01
Account Balance	This field will hold the customer's account balance
Company	Enter Customer's Company name
Address	Enter Customer's address details , the system allows 5 address lines to be entered
Phone	Enter the customers phone number where possible to allow for accounts follow up.
Email	This is the email address of the customer. This facility will allow you to email invoices and letters in the future and save on the cost of postage and paper handling.
Currency	The currency for the customer invoice
Store No.	The store number received the goods can be printed on the dockets. This is required by some central billing customers.
EAN	Barcode is required for EDI
Active	Tick if the customer is active, billings will only be permitted to active customers
Frequency	The billing frequency group to which the customer belongs
Type	The customer type grouping
Route Code	The route for the customer
Print Priced Document	Tick this box if you wish to print priced document
Account Open	Tick this box to ensure the customer account is active
Invoice Transactions	Tick this box to produce invoices for transactions
Delivery Invoice	Tick this box if it is a delivery address only
Master Account Code	This field will be enabled if the delivery invoice is ticked and all transactions added to this customer will be billed to the master account.
Delivery Agent	Select the appropriate delivery agent code if you have an agent allocated to make deliveries to this customer.
Route	Select the appropriate route
Name	The area within the route which the customer should be placed
Sequence	The sequence within the Area