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Version of 15:09, 6 October 2020 by Gelo
Difference between revisions of "Customer"
(Created page with "'''Customer''' This maintenance screen allows users to configure and add customers that will be used on their transactions. '''Customer Record List''' File:Customer Record...") (Tag: Visual edit) |
(Tag: Visual edit) |
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| Line 58: | Line 58: | ||
|•Number | |•Number | ||
|} | |} | ||
| + | |||
| + | Notes: | ||
| + | |||
| + | * Code in the Customer is a Unique field, this cannot be edited once the user proceed to creation. | ||
| Line 118: | Line 122: | ||
[[File:Customer Record Option.png|center|thumb|Customer Record Option]] | [[File:Customer Record Option.png|center|thumb|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''' | '''Customer View Record''' | ||
[[File:Customer View Record.png|center|thumb|Customer View Record]] | [[File:Customer View Record.png|center|thumb|Customer View Record]] | ||
| − | <br /> | + | <br />Notes: |
| + | |||
| + | * The user is allowed to edit the details when viewing the Record. | ||
Revision as of 12:02, 23 October 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.