Customer accounts edit screen

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To Launch the Customer Edit form:

1.If you do not find a customer account, you may add it by clicking on the New button. It will launch the blank customer account with the next account number (i.e. D00006, etc.). You only need to replace the Customer code (optional, but recommended), enter the Name and save it. The rest of the fields are optional, but it is recommended that you fill in as much details as possible.

The following nine (9) tabs are used to enter and / or edit settings and check additional useful information to manage customer accounts:

Delivery address - Delivery address, Address 2, Address 3, Zip code, Country, Message, Message 1, Message 2 and Message 3 and Layout files for Invoices, Credit notes and Estimates.

Accounting information - Account disabled, Open item account, Due days (Payment date), Credit limit, Charge amount, Customer discount (percentage), Monthly interest on overdue amounts (percentage), Selling prices, Bank account (i.e. Bank account type,  Bank account no., Bank name and Branch code), Use default account and Use default tax.

Contacts - Any contacts linked to the customer account will be listed. You may also add, edit, delete and search for contacts. An auto-copy feature allows you to copy the searched contacts details, which may be edited if required.Any contacts linked to the customer account will be listed. Contacts may also be maintained (managed) in the in the Action → Contacts and Action → Calendar menus.

Appointments - Any events or appointments have been scheduled in Action → Calendar for that customer account will be listed.

Documents - Any sales documents (Estimates, Invoices and Credit notes) that have been processed for that customer account will be listed.

Transactions - Any Debit and Credit transactions have been processed for that customer account will be listed.

Bank accounts – This is used for the Bank Import Plugin.

Backorders – This tab will list all backorders for the customer account.

Inventory items – This tab will list all the posted as well as unposted documents (i.e. invoices, credit notes and estimates) for the selected customer account.

Plugins (e.g. Price agreements and Subscriptions), which may be purchased separately will be added as tabs on customer accounts. These will be dealt with in separate documentation.

2.Enter and / or select the following options:

a)Customer code - It is automatically generated.

The Customer code is automatically generated when you click on the New button. It is prefixed with a D, followed by 5 numeric characters. You may overtype this with your own to suit your specific requirements.

If you have created a Set of Books (Advanced option), and have set the Account code to:

4-digits, you may enter a 7-digit Account code (a prefix followed by 6 characters).

5-digits, you may enter a 8-digit Account code (a prefix followed by 7 characters).

6-digits, you may enter a 9-digit Account code (a prefix followed by 8 characters).

7-digits, you may enter a 10-digit Account code (a prefix followed by 9 characters).

8-digits, you may enter a 11-digit Account code (a prefix followed by 10 characters).

b)Name - Enter the name (description) for the customer.

c)Address - Enter up to 3 address lines.

d)Zip code - Enter the zip code.

e)Country - You may select the Country from the list, if necessary.

f)Phone 1 - Enter the phone number.

g)Phone 2 - Enter the phone number, if available.

h)Fax - Enter the fax number, if available.

i)Website - Enter the website address, if available.

j)E-mail - Enter the e-mail address, if available.

k)Tax Reference - If customer are exempt from tax, or registered for VAT/GST/Sales Tax, that tax reference should be entered in this field.

l)Company Reg. No. - Enter, if available.

m)Contact Person - Select a Contact Person from the list.

If no Contact Person is available, you need create it on the Contacts tab.

n)Salesperson - Select the salesperson for the customer account. All salespersons, if created in Setup → Salesperson (or Setup → Groups (Salespersons)), will be listed.

If you are not generating sales documents (Estimates, Invoices, Credit notes or Point-of-Sales Invoices), you may leave this blank.

o)Customer group 1 / 2 - The Reporting group to which you wish this customer to be allocated.

The description of Customer group 1 and / or 2 you have entered on the "Reporting group name" field on theCustomer  groups tab - Setup → Groups may be reflected on this screen.

p)Language - The list of language files (Start → Switch language) as maintained in Setup → Tools → Customize language will be listed. You may select a preferred language for the customer. If the standard translatable document layout files are selected, the documents (i.e. invoices, credit notes and estimates) will be printed in the selected language for customer account.

3.Click on the Delivery address tab and / or Accounting information tab to enter additional information, select settings and accounting terms.

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