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Customer

Revision as of 11:59, 25 May 2021 by Gelo (talk | contribs)


Customer

This maintenance screen allows users to configure and add customers that will be used on transactions.

Customer Record List
Customer Record List


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
Customer Options List


Customer Record Menu List
Customer Record Option List
Customer Add Record
Customer Add


Customer Add Menu List
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 View Record
Customer Import Menu
Customer Import Menu