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Difference between revisions of "Customer"
(Tag: Visual edit) |
(Tag: Visual edit) |
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| − | == | + | ==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:Customer Record List.png|center|thumb|Customer Record List]] | ||
| − | ===== | + | =====Adding Customer===== |
[[File:Adding Customer.png|center|thumb|866x866px|Adding Customer]] | [[File:Adding Customer.png|center|thumb|866x866px|Adding Customer]] | ||
{| class="wikitable" | {| class="wikitable" | ||
| Line 61: | Line 61: | ||
*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. | ||
| − | ===== | + | =====Editing Customer===== |
[[File:Editing Customer.png|center|thumb|865x865px|Editing Customer]] | [[File:Editing Customer.png|center|thumb|865x865px|Editing Customer]] | ||
{| class="wikitable" | {| class="wikitable" | ||
| Line 109: | Line 109: | ||
|} | |} | ||
| − | ===== Customer Options ===== | + | =====Customer Options===== |
[[File:Customer Option.png|center|thumb|Customer Option]] | [[File:Customer Option.png|center|thumb|Customer Option]] | ||
| − | ===== | + | =====Customer Importing Option===== |
[[File:Customer Import Option.png|center|thumb|Customer Import Option]] | [[File:Customer Import Option.png|center|thumb|Customer Import Option]] | ||
| − | ===== | + | =====Customer Record Option===== |
[[File:Customer Record Option.png|center|thumb|Customer Record Option]] | [[File:Customer Record Option.png|center|thumb|Customer Record Option]] | ||
| Line 126: | Line 126: | ||
*"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 ===== | + | =====Customer View Record===== |
[[File:Customer View Record.png|center|thumb|Customer View Record]] | [[File:Customer View Record.png|center|thumb|Customer View Record]] | ||
<br />Notes: | <br />Notes: | ||
*The user is allowed to edit the details when viewing the Record. | *The user is allowed to edit the details when viewing the Record. | ||
Revision as of 13:07, 28 December 2020
Contents
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.
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 |
Customer Options
File:Customer Option.png
Customer Option
Customer Importing Option
File:Customer Import Option.png
Customer Import Option
Customer Record Option
File:Customer Record Option.png
Customer Record Option
Notes:
- 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
Customer View Record
File:Customer View Record.png
Customer View Record
Notes:
- The user is allowed to edit the details when viewing the Record.