Customer

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.