Settings

The Customer Maintenance is used to enter master records of customers. The information and properties of a customer such as customer code, customer name, billing address, credit limit, pricing information, shipping address, the account posting details etc are entered here. 

This is the place where you add new Customer or edit  existing Customer. Some of the fields are mandatory, such 
as the following :

• Customer - Enter the code for the new Customer. The maximum  is 10 alphanumeric characters.
• Name - Enter the name of Customer. The maximum is 50 characters
• Key in the necessary Information, such as Address, Telephone, Fax, E-mail & etc.
• Type - Select C for Customer or B for both Customer & Supplier
• SP - Click to select the Salesperson defined under System Manager – System Utilities - Employee
• Credit Class - Click to select the credit class defined under Sales – Maintenance – Credit Class. This setting is for the reports under Receivable \ Aging Analysis by credit class (Transaction date / due Date)
• User - Click to select the user defined under System Manager – System Utilities - User Maintenance
  This setting is to prevent a user from accessing customers and their information which belong to other users.
• Territory - Click to select the credit class defined under Sales – Customer Management – Customer Territory
  This setting is for the reports under Sales Module \ Sales Analysis Report \ Customer Territory Sales Analysis.
• Price Type - You may decide on a pricing method for each and  every Customer
        A. Price Table (Sales/Last) - Every time a transaction is created for this Customer, the system will call out the selling            price from the Customer Maintenance Price Table.
  
        User may look and maintain the price under "Price" tab. Click on SALES - CUSTOMER  MANAGEMENT - MASTER                SETTING - CUSTOMER MAINTENANCE - PRICE TAB for the screen below.

              B. Group Table (Last) - Every time an invoice is created for this Customer, the system will call out the selling price 
              from the Customer Maintenance Group Table (that is defined under Sales – Customer Management – Master Setting –                      Customer Type Group). This group assumes that all items in the group carry the same selling price.

             User may look and maintain the price under "Price" tab. Click on SALES - CUSTOMER  MANAGEMENT - MASTER SETTING -             CUSTOMER MAINTENANCE - PRICE TAB for the screen below.