Customer

Maintenance | Customer Aids

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:

• Customer can be used in the following modules as long as its status is ACTIVE
  • Sales Module
  • Billing
  • Accounts Receivable and Receipt 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

• 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