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.

• Deliver Term - Click to select the Delivery Term defined under Sales – Customer Management – Delivery Term
  Example: FOB - Free On Board
                 CIF - Carriage, Insurance & Freight
• Delivery Mode - Click to select the Delivery Mode defined under Sales – Customer Management – Delivery Mode
  Example: Truck, Flight, Self Collection
• Payment Term - Click to select the Payment Mode defined under Sales – Customer Management – Payment Terms
  Example: 30 Days, 60Days, COD (Cash on delivery)
  
• Group - Click to select the Group defined under Sales – Customer Management – Customer Type Group
  The group here is for the reports under Sales\Sales Analysis Reports\Customer Group wise Sales Analysis
• Account Group - If the auto account posting is by Customer, then click to select the relevant Account Group defined under Sales – Customer Management – Customer Account Group
• Default Currency - Select the currency that this Customer normally transacts in.

Location - Create different delivery locations for this Customer
Price - Records the history of selling prices for this Customer if the price type (price table) is selected

Important: Our system does not allow duplicate customer codes in Customer Maintenance, so before creating the coding for Customer Maintenance, please double check and make sure that there are no duplicates. As guidance for creating Customer codes, one example is “CA0001” for A2000 Pte Ltd.; “C” stands for Customer and “A” is the starting alphabet for the Customer name.

This option lets you indicate the Customer Group if you intend to use reports that sort or filter by Customer Group (Optional).

How to Setup Customer Type Group?

• Click on Receivables – Settings – Customer Group icon for the following screen. 

• Enter Customer Groups as shown in above example. 

Note: If you did not use this grouping method for reporting, please ignore the options.

The Customer Account Group is used for auto posting function when the user creates Sales Transaction. Unlike other systems that are hard-coded, A2000 WEB ERP allows the accounts posting to be organized according to the users’ requirements through their own Customer Account Groups. 

You can create different groups and set the account posting to be by 
“Customer Group” if you need:

Exp: Trade Debtor A/C by Customer
        Sales A/C by Customer
        Discount A/C by Customer
        Cost of Sales A/C by Customer

How to Setup Customer A/C Group?

• Click on Receivable – Settings – Customer Account Group icon for the following screen.

• Enter the Code & Description Name for Customer Account Group. After setting the codes and names, the user can map the GL Chart of Account code for “Trade Debtor A/C”, “Sales A/C”, “Discount A/C” & “Cost A/C”.

Note: If you did not use for this posting method, please ignore the options.

This is where you indicate the Customer Payment Terms for Customers and Suppliers. The payment terms set for individual customers and suppliers are for the buckets in the Statement of Account & Aging reports.

How to add Payment Terms?

• Click on Receivables – Settings– Payment Terms icon for the following screen.

• Enter the above Terms of Payment as shown above. For more flexible settings, user can indicate the Payment Terms according to the report needed.
  

         Exp: Add 7 Days, 45 days or 120 days…etc.

Note: If you did not set the payment terms, you can not select the terms for individual customers and the system 
will be unable to generate accurate Statement of Account & Aging reports.