Discussion

Difference between revisions of "Customer"

Line 1: Line 1:
 
<div style="text-align: center;">
 
<div style="text-align: center;">
−
[[Maintenance]] | [[Customer]]
+
[[Maintenance]] | [[Customer Aids]]
 
</div><br />
 
</div><br />
 
==Customer==
 
==Customer==
Line 134: Line 134:
 
*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
 +
**[[Billing]]
 
**[[Accounts Receivable]] and [[Receipt Voucher]]
 
**[[Accounts Receivable]] and [[Receipt Voucher]]
 
**[[Credit Memo]] and [[Credit Voucher]]
 
**[[Credit Memo]] and [[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
 
*'''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
 
|[[Sales Quotation]]<nowiki> | </nowiki>[[Sales Order]]<nowiki> | </nowiki>[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
 
|[[Sales Quotation]]<nowiki> | </nowiki>[[Sales Order]]<nowiki> | </nowiki>[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
 +
|-
 +
|Billing
 +
|[[Billing]]
 
|-
 
|-
 
|Financials
 
|Financials
 
|[[Accounts Receivable]]<nowiki> | </nowiki>[[Receipt Voucher]]<nowiki> | </nowiki>[[Credit Memo]]<nowiki> | </nowiki>[[Credit Voucher]]
 
|[[Accounts Receivable]]<nowiki> | </nowiki>[[Receipt Voucher]]<nowiki> | </nowiki>[[Credit Memo]]<nowiki> | </nowiki>[[Credit Voucher]]
 +
|-
 +
|Inventory
 +
|[[Sales Return]]
 
|-
 
|-
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
Line 170: Line 178:
 
|Sales Aids
 
|Sales Aids
 
|[[Sales Quotation Aids]]<nowiki> | </nowiki>[[Sales Order Aids]]<nowiki> | </nowiki>[[Delivery Receipt Aids]]<nowiki> | </nowiki>[[Sales Invoice]]
 
|[[Sales Quotation Aids]]<nowiki> | </nowiki>[[Sales Order Aids]]<nowiki> | </nowiki>[[Delivery Receipt Aids]]<nowiki> | </nowiki>[[Sales Invoice]]
 +
|-
 +
|Billing
 +
|[[Billing Aids]]
 
|-
 
|-
 
|Financials
 
|Financials
 
|[[Accounts Receivable Aids]]<nowiki> | </nowiki>[[Receipt Voucher Aids]]
 
|[[Accounts Receivable Aids]]<nowiki> | </nowiki>[[Receipt Voucher Aids]]
 +
|-
 +
|Inventroy
 +
|[[Sales Return Aids]]
 
|}
 
|}

Revision as of 11:55, 15 April 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
Billing Billing
Financials Accounts Receivable | Receipt Voucher | Credit Memo | Credit Voucher
Inventory Sales Return
Job Aid Modules
Maintenance Aids Customer Aids
Sales Aids Sales Quotation Aids | Sales Order Aids | Delivery Receipt Aids | Sales Invoice
Billing Billing Aids
Financials Accounts Receivable Aids | Receipt Voucher Aids
Inventroy Sales Return Aids
Retrieved from "https://docs.oojeema.com/index.php?title=Customer&oldid=3583"