Discussion

Difference between revisions of "Customer"

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<div style="text-align: center;">
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[[Maintenance]] | [[Customer]]
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</div><br />
 
==Customer==
 
==Customer==
 
This maintenance screen allows users to configure and add customers that will be used on their transactions.
 
This maintenance screen allows users to configure and add customers that will be used on their transactions.
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*Code in the Customer is a Unique field, this cannot be edited once the user proceed to creation.
 
*Code in the Customer is a Unique field, this cannot be edited once the user proceed to creation.
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*For detailed instructions on how to create a Customer Record, you can visit the Customer Job Aids which can be found [[Customer Aids|here]]
  
 
=====Editing Customer=====
 
=====Editing Customer=====
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|•Number
 
|•Number
 
|}
 
|}
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Notes:
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*For detailed instructions on how to edit a Customer Record, you can visit the Customer Job Aids which can be found [[Customer Aids|here]]
  
 
=====Customer Options=====
 
=====Customer Options=====
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[[File:Customer Option.png|center|thumb|Customer Option]]
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[[File:Customer Option.png|center|thumb|Customer Option]]Notes:
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*For detailed instructions on how to Export and Import a Customer Record, you can visit the Customer Job Aids which can be found [[Customer Aids|here]]
  
 
=====Customer Importing Option=====
 
=====Customer Importing Option=====
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[[File:Customer Import Option.png|center|thumb|Customer Import Option]]
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[[File:Customer Import Option.png|center|thumb|Customer Import Option]]Notes:
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*For detailed instructions on how to create a Customer Record, you can visit the Customer Job Aids which can be found [[Customer Aids|here]]
  
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<br />
 
=====Customer Record Option=====
 
=====Customer Record Option=====
 
[[File:Customer Record Option.png|center|thumb|Customer Record Option]]
 
[[File:Customer Record Option.png|center|thumb|Customer Record Option]]
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Notes:
 
Notes:
  
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*Customer can be used in the following modules as long as its status is "ACTIVE"
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*Customer can be used in the following modules as long as its status is '''ACTIVE'''
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**Sales Module
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**[[Sales]] Module
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**Accounts Receivable and Receipt Voucher
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**[[Accounts Receivable]] and [[Receipt Voucher]]
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**Credit Memo and Credit Voucher
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**[[Credit Memo]] and [[Credit Voucher]]
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*"INACTIVE" customers cannot be used in the transactions but can still be used if it is present in the past transactions
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*'''INACTIVE''' customers cannot be used in the transactions but can still be used if it is present in the past transactions
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*For detailed instructions on how to View, Edit, Activate/Deactivate and Delete a Customer Record, you can visit the Customer Job Aids which can be found [[Customer Aids|here]]
  
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<br />
 
=====Customer View Record=====
 
=====Customer View Record=====
 
[[File:Customer View Record.png|center|thumb|Customer View Record]]
 
[[File:Customer View Record.png|center|thumb|Customer View Record]]
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*The user is allowed to edit the details when viewing the Record.
 
*The user is allowed to edit the details when viewing the Record.
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*For detailed instructions on how to View a Customer Record, you can visit the Customer Job Aids which can be found [[Customer Aids|here]]
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<br />
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{| class="wikitable"
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|+Categories:
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! colspan="2" |'''Modules'''
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|-
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|Maintenance
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|[[Maintenance]]<nowiki> | </nowiki>[[Customer]]
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|-
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|Sales
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|[[Sales Quotation]]<nowiki> | </nowiki>[[Sales Order]]<nowiki> | </nowiki>[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
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|-
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|Financials
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|[[Accounts Receivable]]<nowiki> | </nowiki>[[Receipt Voucher]]<nowiki> | </nowiki>[[Credit Memo]]<nowiki> | </nowiki>[[Credit Voucher]]
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|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|-
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|Maintenance Aids
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|[[Customer Aids]]
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|-
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|Sales Aids
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|[[Sales Quotation Aids]]<nowiki> | </nowiki>[[Sales Order Aids]]<nowiki> | </nowiki>[[Delivery Receipt Aids]]<nowiki> | </nowiki>[[Sales Invoice]]
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|-
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|Financials
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|[[Accounts Receivable Aids]]<nowiki> | </nowiki>[[Receipt Voucher Aids]]
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|}

Revision as of 14:04, 25 January 2021


Customer

This maintenance screen allows users to configure and add customers that will be used on their transactions.

Customer Record List
File:Customer Record List.png
Customer Record List
Adding Customer
File:Adding Customer.png
Adding Customer
Field Description Expected Output
1.Code •Customer Reference Code •Alphanumeric
2.Company Name •Company Name of the Customer •Alphanumeric
3.Address •Address of the Customer •Alphanumeric
4.Email •Email of the Customer •Alphanumeric
5.Business Type •Business Type of the Customer's Company •Alphanumeric
6.Contact Number •Contact Number of the Customer •Number
7.First Name •First Name of the Customer •Text
8.Last Name •Last Name of the Customer •Text
9.Payment Terms •Payment Terms of the Customer •Number
10.TIN •Tax Identification Number of the Customer •Number
11.Credit Limit •Credit Limit of the Customer •Number

Notes:

  • Code in the Customer is a Unique field, this cannot be edited once the user proceed to creation.
  • For detailed instructions on how to create a Customer Record, you can visit the Customer Job Aids which can be found here
Editing Customer
File:Editing Customer.png
Editing Customer
Field Description Expected Output
1.Company Name •Company Name of the Customer •Alphanumeric
2.Address •Address of the Customer •Alphanumeric
3.Email •Email of the Customer •Alphanumeric
4.Business Type •Business Type of the Customer's Company •Alphanumeric
5.Contact Number •Contact Number of the Customer •Number
6.First Name •First Name of the Customer •Text
7.Last Name •Last Name of the Customer •Text
8.Payment Terms •Payment Terms of the Customer •Number
9.TIN •Tax Identification Number of the Customer •Number
10.Credit Limit •Credit Limit of the Customer •Number

Notes:

  • For detailed instructions on how to edit a Customer Record, you can visit the Customer Job Aids which can be found here
Customer Options
File:Customer Option.png
Customer Option

Notes:

  • For detailed instructions on how to Export and Import a Customer Record, you can visit the Customer Job Aids which can be found here
Customer Importing Option
File:Customer Import Option.png
Customer Import Option

Notes:

  • For detailed instructions on how to create a Customer Record, you can visit the Customer Job Aids which can be found here


Customer Record Option
File:Customer Record Option.png
Customer Record Option

Notes:

  • For detailed instructions on how to View, Edit, Activate/Deactivate and Delete a Customer Record, you can visit the Customer Job Aids which can be found here


Customer View Record
File:Customer View Record.png
Customer View Record


Notes:

  • The user is allowed to edit the details when viewing the Record.
  • For detailed instructions on how to View a Customer Record, you can visit the Customer Job Aids which can be found here


Categories:
Modules
Maintenance Maintenance | Customer
Sales Sales Quotation | Sales Order | Delivery Receipt | Sales Invoice
Financials Accounts Receivable | Receipt Voucher | Credit Memo | Credit Voucher
Job Aid Modules
Maintenance Aids Customer Aids
Sales Aids Sales Quotation Aids | Sales Order Aids | Delivery Receipt Aids | Sales Invoice
Financials Accounts Receivable Aids | Receipt Voucher Aids
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