You are viewing an old version of this page. Return to the latest version.
No categories assigned
Customer
-
- Last edited 3 years ago by Gelo
-
Contents
Customer
This maintenance screen allows users to configure and add customers that will be used on transactions.
Notes:
Customer Records will be used and reflected on the following modules:
Customer Record List
| Field | Description | Expected Output |
|---|---|---|
| 1. Options Menu | List of Options available when checking the Customer | Add Customer - Allows the user to add a Customer Record
Import Customer - Allows the user to import customer records from the template provided Export Customer - Allows the user to export customer records to a spreadsheet |
| 2. Search Bar | Allows the user to search for an Account Record | Alphanumeric |
| 3. Display | Allows the user to filter the number of records to viewed on one page | 10/15/20/50/100 |
| 4. Customer Record List | List of Records of the Customer based from their Customer Code, Customer Name, Email and TIN | Customer List from Customer Maintenance Module |
Customers Options List
Notes:
- For further instructions on how to Add, Export or Import Customer records, the user may visit the Customer Job Aids which can be found here
Customer Record Menu List
Notes:
- For further instructions on how to View, Edit and Delete customer records, the user may visit the Customer Job Aids which can be found here
Customer Add Record
| Field | Description | Expected Output |
|---|---|---|
| 1.Customer Code | Unique reference code of the Customer | Alphanumeric |
| 2.Customer Name | Name of the Customer | Text |
| 3.Email | Email of the Customer | Alphanumeric |
| 4.Address | Address of the Customer | Alphanumeric |
| 5.City/Province | City/Province base on the Address of the customer | Text |
| 6.Business Type | Type of Business of the Customer | Individual/Corporation |
| 7.TIN | Tax Identification Number of the Customer | Numeric |
| 8.Payment Terms | List of remaining days when the customer is paying a specific Transaction | Numeric |
| 9.Contact Number | Contact Number of the Customer | Numeric |
Customer Record View
Customer Import Menu
| Modules | |
|---|---|
| Maintenance | Customer | Price List |
| Sales | Sales | Sales and Service Invoice | Receive Payments |
| Job Aid Modules | |
| Maintenance Aids | Customers Job Aids | Price List Job Aids |
| Sales Aids | Sales Job Aids |
| Reports Aids | Sales Journal Job Aids | Sales Relief Job Aids |