Difference between revisions of "Customer"

 
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'''Customer'''
+
<div style="text-align: center;">
 
+
[[Maintenance]] | [[Sales]] | [[Financials]]
 +
</div>
 +
==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.
  
'''Customer Record List'''
+
=====Customer Record List=====
[[File:Customer Record List.png|center|thumb|Customer Record List]]
+
[[File:Maintenance - Customer - Record List.png|border|center|1500x1500px]]
 +
<br />
 +
=====Adding Customer=====
  
 +
#Click [[Customer]] under Maintenance Menu
 +
#Under Customer Screen, Click '''Add Customer''' Button
 +
#Fill up the necessary fields then click '''Save'''
  
'''Adding Customer'''
+
[[File:Maintenance - Customer - Add.png|border|center|1500x1500px]]
[[File:Adding Customer.png|center|thumb|866x866px|Adding Customer]]
+
<br />
{| class="wikitable"
+
{| class="wikitable" style="margin: auto;"
!Field
+
!'''Field'''
!Description
+
!'''Description'''
!Expected Output
+
!'''Allowed Input'''
 +
!'''Input Restrictions'''
 +
!'''Character Limit'''
 +
!'''Required Field'''
 
|-
 
|-
 
|1.Code
 
|1.Code
 
|•Customer Reference Code
 
|•Customer Reference Code
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" |*Other Special Characters
 +
<nowiki>*</nowiki>Space
 +
| style="vertical-align:middle;text-align:center;" |10
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|2.Company Name
 
|2.Company Name
 
|•Company Name of the Customer
 
|•Company Name of the Customer
|•Alphanumeric
+
|*Alphanumeric,  Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon
 +
| style="vertical-align:middle;text-align:center;" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" |50
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|3.Address
 
|3.Address
 
|•Address of the Customer
 
|•Address of the Customer
|•Alphanumeric
+
|*Alphanumeric,  Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon
 +
| style="vertical-align:middle;text-align:center;" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" |100
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|4.Email
 
|4.Email
 
|•Email of the Customer
 
|•Email of the Customer
|•Alphanumeric
+
|*Alphanumeric
 +
 
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
 
 +
<nowiki>*</nowiki>Must follow the format ___@__.__
 +
| style="vertical-align:middle;text-align:center;" |Any Special Characters except Dash and Underscore
 +
| style="vertical-align:middle;text-align:center;" |150
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|5.Business Type
 
|5.Business Type
 
|•Business Type of the Customer's Company
 
|•Business Type of the Customer's Company
|•Alphanumeric
+
|*Individual
 +
 
 +
<nowiki>*</nowiki>Corporation
 +
| style="vertical-align:middle;text-align:center;" |Any inputs not mentioned in the required inputs
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|6.Contact Number
 
|6.Contact Number
 
|•Contact Number of the Customer
 
|•Contact Number of the Customer
|•Number
+
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" |Alphanumeric
 +
| style="vertical-align:middle;text-align:center;" |20
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|7.First Name
 
|7.First Name
 
|•First Name of the Customer
 
|•First Name of the Customer
|•Text
+
|*Alphanumeric,  Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon
 +
| style="vertical-align:middle;text-align:center;" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" |20
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|8.Last Name
 
|8.Last Name
 
|•Last Name of the Customer
 
|•Last Name of the Customer
|•Text
+
|*Alphanumeric,  Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon
 +
| style="vertical-align:middle;text-align:center;" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" |20
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|9.Payment Terms
 
|9.Payment Terms
 
|•Payment Terms of the Customer
 
|•Payment Terms of the Customer
|•Number
+
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" |5
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|10.TIN
 
|10.TIN
 
|•Tax Identification Number of the Customer
 
|•Tax Identification Number of the Customer
|•Number
+
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" |12
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|11.Credit Limit
 
|11.Credit Limit
 
|•Credit Limit of the Customer
 
|•Credit Limit of the Customer
|•Number
+
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" |20
 +
| style="vertical-align:middle;text-align:center;" |No
 
|}
 
|}
  
 
Notes:
 
Notes:
  
* 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.
  
 +
=====Viewing Customer=====
  
'''Editing Customer'''
+
#Click [[Customer]] under Maintenance Menu
[[File:Editing Customer.png|center|thumb|865x865px|Editing Customer]]
+
#Select a Customer record that needs to view its details. Click the drop-down arrow then click View.
{| class="wikitable"
+
#The user has an option to Edit the Customer record upon viewing it.
!Field
+
 
!Description
+
[[File:Maintenance - Customer - View.png|border|center|1595x1595px]]
!Expected Output
+
 
 +
=====Editing Customer=====
 +
 
 +
#Click [[Customer]] under Maintenance Menu
 +
#Find the Customer Entry that needs to update its details. Click the Drop-down Arrow then choose '''Edit.'''
 +
#Update the fields then click '''Save'''. Note: Fields with * are required fields
 +
 
 +
[[File:Maintenance - Customer - Edit.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Input'''
 +
!'''Input Restrictions'''
 +
!'''Character Limit'''
 +
!'''Required Field'''
 +
|-
 +
|1.Code
 +
|•Customer Reference Code
 +
|*None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |10
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|1.Company Name
+
|2.Company Name
 
|•Company Name of the Customer
 
|•Company Name of the Customer
|•Alphanumeric
+
|*Alphanumeric,  Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|2.Address
+
|3.Address
 
|•Address of the Customer
 
|•Address of the Customer
|•Alphanumeric
+
|*Alphanumeric,  Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |100
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|3.Email
+
|4.Email
 
|•Email of the Customer
 
|•Email of the Customer
|•Alphanumeric
+
|*Alphanumeric
 +
 
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
 
 +
<nowiki>*</nowiki>Must follow the format ___@__.__
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any Special Characters except Dash and Underscore
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |150
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
|4.Business Type
+
|5.Business Type
 
|•Business Type of the Customer's Company
 
|•Business Type of the Customer's Company
|•Alphanumeric
+
|*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
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|5.Contact Number
+
|6.Contact Number
 
|•Contact Number of the Customer
 
|•Contact Number of the Customer
|•Number
+
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Alphanumeric
 +
| 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
 
|-
 
|-
|6.First Name
+
|7.First Name
 
|•First Name of the Customer
 
|•First Name of the Customer
|•Text
+
|*Alphanumeric,  Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned
 +
| 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
 
|-
 
|-
|7.Last Name
+
|8.Last Name
 
|•Last Name of the Customer
 
|•Last Name of the Customer
|•Text
+
|*Alphanumeric,  Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned
 +
| 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
 
|-
 
|-
|8.Payment Terms
+
|9.Payment Terms
 
|•Payment Terms of the Customer
 
|•Payment Terms of the Customer
|•Number
+
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |5
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|9.TIN
+
|10.TIN
 
|•Tax Identification Number of the Customer
 
|•Tax Identification Number of the Customer
|•Number
+
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |12
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
|10.Credit Limit
+
|11.Credit Limit
 
|•Credit Limit of the Customer
 
|•Credit Limit of the Customer
|•Number
+
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numbers
 +
| 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
 
|}
 
|}
'''Customer Options'''
+
=====Importing and Exporting Customer Record=====
[[File:Customer Option.png|center|thumb|Customer Option]]
+
1. Under Customer Screen, Click Options
  
 +
2. Under Options, The user may Export or Import The Record
  
'''Customer Importing Option'''
+
*When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
[[File:Customer Import Option.png|center|thumb|Customer Import Option]]
 
  
 +
[[File:Maintenance - Customer - Export.png|border|center|1500x1500px]]<br />
  
'''Customer Record Option'''
+
*When Importing the records, the user should follow the following steps provided in the Importing Customer Screen such as
[[File:Customer Record Option.png|center|thumb|Customer Record Option]]
 
  
 +
[[File:Maintenance - Customer - Import.png|border|center|1500x1500px]]
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Input'''
 +
!'''Input Restrictions'''
 +
!'''Character Limit'''
 +
!'''Required Field'''
 +
|-
 +
|1.Code
 +
|•Customer Reference Code
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 +
<nowiki>*</nowiki>Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |*Other Special Characters
 +
<nowiki>*</nowiki>Space
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |10
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|2.Company Name
 +
|•Company Name of the Customer
 +
|*Alphanumeric,  Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|3.Address
 +
|•Address of the Customer
 +
|*Alphanumeric,  Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |100
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|4.Email
 +
|•Email of the Customer
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 +
<nowiki>*</nowiki>Underscore "_"
 +
 +
<nowiki>*</nowiki>Must follow the format ___@__.__
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any Special Characters except Dash and Underscore
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |150
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
|5.Business Type
 +
|•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
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|6.Contact Number
 +
|•Contact Number of the Customer
 +
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Alphanumeric
 +
| 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
 +
|-
 +
|7.First Name
 +
|•First Name of the Customer
 +
|*Alphanumeric,  Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned
 +
| 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
 +
|-
 +
|8.Last Name
 +
|•Last Name of the Customer
 +
|*Alphanumeric,  Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned
 +
| 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
 +
|-
 +
|9.Payment Terms
 +
|•Payment Terms of the Customer
 +
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |5
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|10.TIN
 +
|•Tax Identification Number of the Customer
 +
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |12
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
|11.Credit Limit
 +
|•Credit Limit of the Customer
 +
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numbers
 +
| 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
 +
|}
 +
=====<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
 +
 +
[[File:Maintenance - Customer - Activate1.png|center|1500x1500px]]
 +
<br />
 +
 +
*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>=====
 +
Customer can be deactivated in two ways:
 +
 +
*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
 +
 +
[[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>=====
 +
Customer can be deleted in two ways:
 +
 +
*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
 +
 +
[[File:Maintenance - Customer - Delete2.png|border|center|1500x1500px]]
 +
<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;"
 +
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Actions Available base on Customer Record Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |View
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Edit
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Deactivate
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Activate
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Delete
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''ACTIVE'''
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''INACTIVE'''
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
|}
 
Notes:
 
Notes:
  
* Customer can be used in the following modules as long as its status is "ACTIVE"
+
*The user is allowed to edit the details when viewing the Record.
** Sales Module
+
 
** Accounts Receivable and Receipt Voucher
+
*Customer can be used in the following modules as long as its status is '''ACTIVE'''
** Credit Memo and Credit Voucher
+
**[[Sales]] Module
* "INACTIVE" customers cannot be used in the transactions but can still be used if it is present in the past transactions
+
**[[Accounts Receivable]] and [[Receipt 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
  
'''Customer View Record'''
+
*Activating/Deactivating and Deleting of Records can be done in two ways.
[[File:Customer View Record.png|center|thumb|Customer View Record]]
+
**For single records, the user may use the drop down arrow then the action that need to perform.
<br />Notes:
+
**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.
  
* The user is allowed to edit the details when viewing the Record.
+
<br />
 +
{| class="wikitable" style="margin: auto;"
 +
|+Categories:
 +
! colspan="2" |'''Modules'''
 +
|-
 +
|Maintenance
 +
|[[Maintenance]]<nowiki> | </nowiki>[[Customer]]<nowiki> | </nowiki>[[Sales Person]]
 +
|-
 +
|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 Voucher]]
 +
|-
 +
|Inventory
 +
|[[Sales Return]]
 +
|}
 +
[[Category:Maintenance]]

Latest revision as of 12:03, 11 April 2022

Customer

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

Customer Record List
Maintenance - Customer - Record List.png


Adding Customer
  1. Click Customer under Maintenance Menu
  2. Under Customer Screen, Click Add Customer Button
  3. Fill up the necessary fields then click Save
Maintenance - Customer - Add.png


Field Description Allowed Input Input Restrictions Character Limit Required Field
1.Code •Customer Reference Code *Alphanumeric

*Dash "-"

*Underscore "_"

*Other Special Characters

*Space

10 Yes
2.Company Name •Company Name of the Customer *Alphanumeric, Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon Other Special Characters not mentioned 50 Yes
3.Address •Address of the Customer *Alphanumeric, Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon Other Special Characters not mentioned 100 Yes
4.Email •Email of the Customer *Alphanumeric

*Dash "-"

*Underscore "_"

*Must follow the format ___@__.__

Any Special Characters except Dash and Underscore 150 No
5.Business Type •Business Type of the Customer's Company *Individual

*Corporation

Any inputs not mentioned in the required inputs N/A Yes
6.Contact Number •Contact Number of the Customer *Numeric Alphanumeric 20 No
7.First Name •First Name of the Customer *Alphanumeric,  Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon Other Special Characters not mentioned 20 No
8.Last Name •Last Name of the Customer *Alphanumeric,  Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon Other Special Characters not mentioned 20 No
9.Payment Terms •Payment Terms of the Customer *Numeric Any inputs except numbers 5 Yes
10.TIN •Tax Identification Number of the Customer *Numeric Any inputs except numbers 12 No
11.Credit Limit •Credit Limit of the Customer *Numeric Any inputs except numbers 20 No

Notes:

  • Code in the Customer is a Unique field, this cannot be edited once the user proceed to creation.
Viewing Customer
  1. Click Customer under Maintenance Menu
  2. Select a Customer record that needs to view its details. Click the drop-down arrow then click View.
  3. The user has an option to Edit the Customer record upon viewing it.
Maintenance - Customer - View.png
Editing Customer
  1. Click Customer under Maintenance Menu
  2. Find the Customer Entry that needs to update its details. Click the Drop-down Arrow then choose Edit.
  3. Update the fields then click Save. Note: Fields with * are required fields
Maintenance - Customer - Edit.png


Field Description Allowed Input Input Restrictions Character Limit Required Field
1.Code •Customer Reference Code *None None 10 Yes
2.Company Name •Company Name of the Customer *Alphanumeric, Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon Other Special Characters not mentioned 50 Yes
3.Address •Address of the Customer *Alphanumeric, Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon Other Special Characters not mentioned 100 Yes
4.Email •Email of the Customer *Alphanumeric

*Dash "-"

*Underscore "_"

*Must follow the format ___@__.__

Any Special Characters except Dash and Underscore 150 No
5.Business Type •Business Type of the Customer's Company *Individual

*Corporation

Any inputs not mentioned in the required inputs N/A Yes
6.Contact Number •Contact Number of the Customer *Numeric Alphanumeric 20 No
7.First Name •First Name of the Customer *Alphanumeric,  Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon Other Special Characters not mentioned 20 No
8.Last Name •Last Name of the Customer *Alphanumeric,  Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon Other Special Characters not mentioned 20 No
9.Payment Terms •Payment Terms of the Customer *Numeric Any inputs except numbers 5 Yes
10.TIN •Tax Identification Number of the Customer *Numeric Any inputs except numbers 12 No
11.Credit Limit •Credit Limit of the Customer *Numeric Any inputs except numbers 20 No
Importing and Exporting Customer Record

1. Under Customer Screen, Click Options

2. 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.
Maintenance - Customer - Export.png


  • When Importing the records, the user should follow the following steps provided in the Importing Customer Screen such as
Maintenance - Customer - Import.png
Field Description Allowed Input Input Restrictions Character Limit Required Field
1.Code •Customer Reference Code *Alphanumeric

*Dash "-"

*Underscore "_"

*Other Special Characters

*Space

10 Yes
2.Company Name •Company Name of the Customer *Alphanumeric, Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon Other Special Characters not mentioned 50 Yes
3.Address •Address of the Customer *Alphanumeric, Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon Other Special Characters not mentioned 100 Yes
4.Email •Email of the Customer *Alphanumeric

*Dash "-"

*Underscore "_"

*Must follow the format ___@__.__

Any Special Characters except Dash and Underscore 150 No
5.Business Type •Business Type of the Customer's Company *Individual

*Corporation

Any inputs not mentioned in the required inputs N/A Yes
6.Contact Number •Contact Number of the Customer *Numeric Alphanumeric 20 No
7.First Name •First Name of the Customer *Alphanumeric,  Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon Other Special Characters not mentioned 20 No
8.Last Name •Last Name of the Customer *Alphanumeric,  Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon Other Special Characters not mentioned 20 No
9.Payment Terms •Payment Terms of the Customer *Numeric Any inputs except numbers 5 Yes
10.TIN •Tax Identification Number of the Customer *Numeric Any inputs except numbers 12 No
11.Credit Limit •Credit Limit of the Customer *Numeric Any inputs except numbers 20 No
Activating Customer Record

Customer can be Activated in two ways:

  • Using drop-down arrow of a record can be used in single record Activation
Maintenance - Customer - Activate1.png


  • Using Activate Button for activating multiple record.
Maintenance - Customer - Activate2.png


Deactivating Customer Record

Customer can be deactivated in two ways:

  • Using drop-down arrow of a record can be used in single record deactivation
Maintenance - Customer - Deactivate1.png


  • Using Deactivate Button for deactivating multiple record
Maintenance - Customer - Deactivate2.png


Deleting Customer Record

Customer can be deleted in two ways:

  • Using drop-down arrow of a record can be used in single record deletion
Maintenance - Customer - Delete1.png


  • Using Delete Button for deleting multiple record
Maintenance - Customer - Delete2.png


Customer Record Option
Actions Available base on Customer Record Status
Status View Edit Deactivate Activate Delete
ACTIVE
INACTIVE

Notes:

  • The user is allowed to edit the details when viewing the Record.
  • 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 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.


Categories:
Modules
Maintenance Maintenance | Customer | Sales Person
Sales Sales Quotation | Sales Order | Delivery Receipt | Sales Invoice
Financials Accounts Receivable | Receipt Voucher | Credit Voucher
Inventory Sales Return