Difference between revisions of "Customer"

Line 1: Line 1:
== '''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.
  
===== 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 =====
+
=====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 =====
+
=====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 =====
+
=====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 =====
+
=====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

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.