Customer

Revision as of 11:28, 7 April 2022 by Gelo (talk | contribs) (Changed categories.)

Customer

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

Customer Record List
Maintenance - Customer - Record List.png


Adding Customer
  1. Click Customer under Maintenance Menu
  2. Under Customer Screen, Click Add Customer Button
  3. Fill up the necessary fields then click Save
Maintenance - Customer - Add.png


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.
Viewing Customer
  1. Click Customer under Maintenance Menu
  2. Select a Customer record that needs to view its details. Click the drop-down arrow then click View.
  3. The user has an option to Edit the Customer record upon viewing it.
Maintenance - Customer - View.png
Editing Customer
  1. Click Customer under Maintenance Menu
  2. Find the Customer Entry that needs to update its details. Click the Drop-down Arrow then choose Edit.
  3. Update the fields then click Save. Note: Fields with * are required fields
Maintenance - Customer - Edit.png


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


Importing and Exporting Customer Record

1. Under Customer Screen, Click Options

2. Under Options, The user may Export or Import The Record

  • When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
Maintenance - Customer - Export.png


  • When Importing the records, the user should follow the following steps provided in the Importing Customer Screen such as
Maintenance - Customer - Import.png


Customer Import Details
Field Description Allowed Inputs Input Restrictions Required Field?
1.Customer Code Customer Reference Code *Alphanumeric

*Dash "-"

*Underscore "_"

*Up to 20 characters

*Other Special Characters

*Space

Yes
2.Company Name Company Name of the Customer *Alphanumeric,  Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon *Up to 100 characters

*Other Special Characters not mentioned

Yes
3.Address Address of the Customer *Alphanumeric,  Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon *Up to 105 characters

*Other Special Characters not mentioned

Yes
4.Email Email of the Customer *Alphanumeric

*Dash "-"

*Underscore "_"

*Must follow the format ___@__.__

*Up to 150 characters

*Any Special Characters except Dash and Underscore

No
5.Business Type Business Type of the Customer's Company *Individual

*Corporation

*Any inputs not mentioned in the allowed inputs Yes
6.Contact Number Contact Number of the Customer *Numeric *Up to 11 characters

*Any inputs except numbers

No
7.First Name First Name of the Customer *Alphanumeric,  Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon *Up to 20 characters

*Other Special Characters not mentioned

No
8.Last Name Last Name of the Customer *Alphanumeric,  Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon *Up to 20 characters

*Other Special Characters not mentioned

No
9.Payment Terms Payment Terms of the Customer *Numeric *Up to 5 characters

*Any inputs except numbers

Yes
10.TIN Tax Identification Number of the Customer *Numeric *Up to 12 characters

*Any inputs except numbers

No
11.Credit Limit Credit Limit of the Customer *Numeric *Up to 20 characters

*Any inputs except numbers

No


Activating Customer Record

Customer can be Activated in two ways:

  • Using drop-down arrow of a record can be used in single record Activation
Maintenance - Customer - Activate1.png


  • Using Activate Button for activating multiple record.
Maintenance - Customer - Activate2.png


Deactivating Customer Record

Customer can be deactivated in two ways:

  • Using drop-down arrow of a record can be used in single record deactivation
Maintenance - Customer - Deactivate1.png


  • Using Deactivate Button for deactivating multiple record
Maintenance - Customer - Deactivate2.png


Deleting Customer Record

Customer can be deleted in two ways:

  • Using drop-down arrow of a record can be used in single record deletion
Maintenance - Customer - Delete1.png


  • Using Delete Button for deleting multiple record
Maintenance - Customer - Delete2.png


Customer Record Option
Actions Available base on Customer Record Status
Status View Edit Deactivate Activate Delete
ACTIVE
INACTIVE

Notes:

  • The user is allowed to edit the details when viewing the Record.
  • Activating/Deactivating and Deleting of Records can be done in two ways.
    • For single records, the user may use the drop down arrow then the action that need to perform.
    • For multiple records, the user may tick the records then click the action button that need to perform
      • Click the Yes in the confirmation to proceed on the action taken.


Categories:
Modules
Maintenance Maintenance | Customer
Sales Sales Quotation | Sales Order | Delivery Receipt | Sales Invoice
Financials Accounts Receivable | Receipt Voucher | Credit Voucher
Inventory Sales Return