Customer - Revision history

Gelo at 04:03, 11 April 2022

2022-04-11T04:03:38Z

Gelo at 03:18, 11 April 2022

2022-04-11T03:18:24Z

Gelo: Allowed Input

2022-04-11T03:15:57Z

Allowed Input

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Gelo: Changed categories.

2022-04-07T03:28:50Z

Changed categories.

Gelo at 04:17, 24 March 2022

2022-03-24T04:17:43Z

Gelo at 05:42, 16 March 2022

2022-03-16T05:42:14Z

Gelo at 04:19, 2 February 2022

2022-02-02T04:19:48Z

Gelo at 02:50, 17 December 2021

2021-12-17T02:50:47Z

Show changes

Gelo at 03:55, 15 April 2021

2021-04-15T03:55:36Z

Gelo at 06:04, 25 January 2021

2021-01-25T06:04:56Z

@@ Line 234: / Line 234: @@
 *When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
-[[File:Maintenance - Customer - Export.png|border|center|1500x1500px]]
+[[File:Maintenance - Customer - Export.png|border|center|1500x1500px]]<br />
 {| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 !'''Field'''
@@ Line 271: / Line 275: @@
 |•Email of the Customer
 |*Alphanumeric
 <nowiki>*</nowiki>Dash "-"
@@ Line 284: / Line 287: @@
 |•Business Type of the Customer's Company
 |*Individual
 <nowiki>*</nowiki>Corporation
 | style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs not mentioned in the required inputs
@@ Line 331: / Line 333: @@
 | style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
 | style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
-|}<br />
+|}
 =====<span class="mw-headline" id="Activating_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Customer Record</span></span></span></span></span></span>=====
 Customer can be Activated in two ways:

@@ Line 421: / Line 421: @@
 |-
 |Maintenance
-|[[Maintenance]]<nowiki> | </nowiki>[[Customer]]
+|[[Maintenance]]<nowiki> | </nowiki>[[Customer]]<nowiki> | </nowiki>[[Sales Person]]
 |-
 |Sales

← Older revision		Revision as of 03:28, 7 April 2022
Line 336:		Line 336:
	\|[[Sales Return]]		\|[[Sales Return]]
	\|}		\|}
		+	[[Category:Maintenance]]

@@ Line 10: / Line 10: @@
 =====Adding Customer=====
-#Go to Maintenance then click [[Customer]]
+#Click [[Customer]] under Maintenance Menu
-#Click '''Add Customer''' Button
+#Under Customer Screen, Click '''Add Customer''' Button
 #Fill up the necessary fields then click '''Save'''
@@ Line 72: / Line 72: @@
 =====Viewing Customer=====
-#Go to Maintenance then click [[Customer]]
+#Click [[Customer]] under Maintenance Menu
 #Select a Customer record that needs to view its details. Click the drop-down arrow then click View.
 #The user has an option to Edit the Customer record upon viewing it.
 [[File:Maintenance - Customer - View.png|border|center|1595x1595px]]
 =====Editing Customer=====
-#Go to Maintenance then click [[Customer]]
+#Click [[Customer]] under Maintenance Menu
-#Find the Customer Entry that needs to an update. Click the Drop-down Arrow then choose '''Edit.'''
+#Find the Customer Entry that needs to update its details. Click the Drop-down Arrow then choose '''Edit.'''
-#Update the fields then click '''Save''' to finish the updating process
+#Update the fields then click '''Save'''. Note: Fields with * are required fields
 [[File:Maintenance - Customer - Edit.png|border|center|1500x1500px]]
@@ Line 143: / Line 142: @@
 *When Importing the records, the user should follow the following steps provided in the Importing Customer Screen such as
 [[File:Maintenance - Customer - Import.png|border|center|1500x1500px]]
@@ Line 335: / Line 331: @@
 |-
 |Financials
-|[[Accounts Receivable]]<nowiki> | </nowiki>[[Receipt Voucher]]<nowiki> | </nowiki>[[Credit Memo]]<nowiki> | </nowiki>[[Credit Voucher]]
+|[[Accounts Receivable]]<nowiki> | </nowiki>[[Receipt Voucher]]<nowiki> | </nowiki>[[Credit Voucher]]
 |-
 |Inventory
 |[[Sales Return]]
 |}

@@ Line 69: / Line 69: @@
 *Code in the Customer is a Unique field, this cannot be edited once the user proceed to creation.
 =====Editing Customer=====
@@ Line 236: / Line 245: @@
 |}<br />
-===== <span class="mw-headline" id="Activating_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Customer Record</span></span></span></span></span></span> =====
+=====<span class="mw-headline" id="Activating_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Customer Record</span></span></span></span></span></span>=====
 Customer can be Activated in two ways:
-* Using drop-down arrow of a record can be used in single record Activation
+*Using drop-down arrow of a record can be used in single record Activation
 [[File:Maintenance - Customer - Activate1.png|center|1500x1500px]]
 <br />
-* Using Activate Button for activating multiple record.
+*Using Activate Button for activating multiple record.
 [[File:Maintenance - Customer - Activate2.png|border|center|1500x1500px]]
 <br />
-===== <span class="mw-headline" id="Deactivating_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Chart_of_Account_Record" style="box-sizing: inherit;">Deactivating Customer Record</span></span></span></span></span></span> =====
+=====<span class="mw-headline" id="Deactivating_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Chart_of_Account_Record" style="box-sizing: inherit;">Deactivating Customer Record</span></span></span></span></span></span>=====
 Customer can be deactivated in two ways:
-* Using drop-down arrow of a record can be used in single record deactivation
+*Using drop-down arrow of a record can be used in single record deactivation
 [[File:Maintenance - Customer - Deactivate1.png|border|center|1500x1500px]]
 <br />
-* Using Deactivate Button for deactivating multiple record
+*Using Deactivate Button for deactivating multiple record
 [[File:Maintenance - Customer - Deactivate2.png|border|center|1500x1500px]]
 <br />
-===== <span class="mw-headline" id="Deleting_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Deleting Customer Record</span></span></span></span></span></span> =====
+=====<span class="mw-headline" id="Deleting_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Deleting Customer Record</span></span></span></span></span></span>=====
 Customer can be deleted in two ways:
-* Using drop-down arrow of a record can be used in single record deletion
+*Using drop-down arrow of a record can be used in single record deletion
 [[File:Maintenance - Customer - Delete1.png|border|center|1500x1500px]]
 <br />
-* Using Delete Button for deleting multiple record
+*Using Delete Button for deleting multiple record
 [[File:Maintenance - Customer - Delete2.png|border|center|1500x1500px]]

@@ Line 6: / Line 6: @@
 =====Customer Record List=====
 =====Adding Customer=====
-# Go to Maintenance then click [[Customer]]
+#Go to Maintenance then click [[Customer]]
-# Click '''Add Customer''' Button
+#Click '''Add Customer''' Button
-# Fill up the necessary fields then click '''Save'''
+#Fill up the necessary fields then click '''Save'''
 {| class="wikitable" style="margin: auto;"
 !Field
@@ Line 68: / Line 72: @@
 =====Editing Customer=====
-# Go to Maintenance then click [[Customer]]
+#Go to Maintenance then click [[Customer]]
-# Find the Customer Entry that needs to an update. Click the Drop-down Arrow then choose '''Edit.'''
+#Find the Customer Entry that needs to an update. Click the Drop-down Arrow then choose '''Edit.'''
-# Update the fields then click '''Save''' to finish the updating process
+#Update the fields then click '''Save''' to finish the updating process
 {| class="wikitable" style="margin: auto;"
 !Field
@@ Line 122: / Line 128: @@
 . Under Options, The user may Export or Import The Record
-* When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
+*When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
 |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Customer Import Details
@@ Line 222: / Line 234: @@
 <nowiki>*</nowiki>Any inputs except numbers
 | style="vertical-align:middle;text-align:center;" |No
-|}
+|}<br />
 =====Customer Record Option=====
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
@@ Line 255: / Line 305: @@
 **[[Sales]] Module
 **[[Accounts Receivable]] and [[Receipt Voucher]]
-**[[Credit Memo]] and [[Credit Voucher]]
+**[[Credit Voucher]]
 **[[Sales Return]]
 *'''INACTIVE''' customers cannot be used in the transactions but can still be used if it is present in the past transactions
 *Activating/Deactivating and Deleting of Records can be done in two ways.
-** For single records, the user may use the drop down arrow then the action that need to perform.
+**For single records, the user may use the drop down arrow then the action that need to perform.
-** For multiple records, the user may tick the records then click the action button that need to perform
+**For multiple records, the user may tick the records then click the action button that need to perform
-*** Click the Yes in the confirmation to proceed on the action taken.
+***Click the Yes in the confirmation to proceed on the action taken.
 <br />

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">
-[[Maintenance]] | [[Customer]]
+[[Maintenance]] | [[Customer Aids]]
 </div><br />
 ==Customer==
@@ Line 134: / Line 134: @@
 *Customer can be used in the following modules as long as its status is '''ACTIVE'''
 **[[Sales]] Module
 **[[Accounts Receivable]] and [[Receipt Voucher]]
 **[[Credit Memo]] and [[Credit Voucher]]
 *'''INACTIVE''' customers cannot be used in the transactions but can still be used if it is present in the past transactions
@@ Line 159: / Line 161: @@
 |Sales
 |[[Sales Quotation]]<nowiki> | </nowiki>[[Sales Order]]<nowiki> | </nowiki>[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
 |-
 |Financials
 |[[Accounts Receivable]]<nowiki> | </nowiki>[[Receipt Voucher]]<nowiki> | </nowiki>[[Credit Memo]]<nowiki> | </nowiki>[[Credit Voucher]]
 |-
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
@@ Line 170: / Line 178: @@
 |Sales Aids
 |[[Sales Quotation Aids]]<nowiki> | </nowiki>[[Sales Order Aids]]<nowiki> | </nowiki>[[Delivery Receipt Aids]]<nowiki> | </nowiki>[[Sales Invoice]]
 |-
 |Financials
 |[[Accounts Receivable Aids]]<nowiki> | </nowiki>[[Receipt Voucher Aids]]
 |}

@@ Line 1: / Line 1: @@
 ==Customer==
 This maintenance screen allows users to configure and add customers that will be used on their transactions.
@@ Line 60: / Line 63: @@
 *Code in the Customer is a Unique field, this cannot be edited once the user proceed to creation.
 =====Editing Customer=====
@@ Line 108: / Line 112: @@
 |•Number
 |}
 =====Customer Options=====
-[[File:Customer Option.png|center|thumb|Customer Option]]
+[[File:Customer Option.png|center|thumb|Customer Option]]Notes:
 =====Customer Importing Option=====
-[[File:Customer Import Option.png|center|thumb|Customer Import Option]]
+[[File:Customer Import Option.png|center|thumb|Customer Import Option]]Notes:
 =====Customer Record Option=====
 [[File:Customer Record Option.png|center|thumb|Customer Record Option]]
@@ Line 120: / Line 132: @@
 Notes:
-*Customer can be used in the following modules as long as its status is "ACTIVE"
+*Customer can be used in the following modules as long as its status is '''ACTIVE'''
-**Sales Module
+**[[Sales]] Module
-**Accounts Receivable and Receipt Voucher
+**[[Accounts Receivable]] and [[Receipt Voucher]]
-**Credit Memo and Credit Voucher
+**[[Credit Memo]] and [[Credit Voucher]]
-*"INACTIVE" customers cannot be used in the transactions but can still be used if it is present in the past transactions
+*'''INACTIVE''' customers cannot be used in the transactions but can still be used if it is present in the past transactions
 =====Customer View Record=====
 [[File:Customer View Record.png|center|thumb|Customer View Record]]
@@ Line 131: / Line 146: @@
 *The user is allowed to edit the details when viewing the Record.