Customer File Fields
LINKS TO OTHER FILES: The Add and Edit options will allow you to access (using the Find buttons or the F4 key in fields that allow it) maintenance for the following:
- Customer groups (of the company that owns the customer file)
- Sales reps (of the company that owns the customer file)
- Payment terms
Do not disturb. If you check this field, then this supplier will be excluded when you send mass e-mails.
Notify when doing transactions with this supplier. When this field is checked, a warning is displayed with the text entered in the Reason field whenever an operation is performed with this supplier.
Prospect Data button: This button is available in Add Customer and allows you to select a prospect and convert it into customer, deleting it (or not) from the file of prospects.
Customer code: The value of this field is unique to the whole file. A record with an existing code cannot be added in the Add option. These codes can be numbered automatically. Refer to Numbering.
Customer reference: Some customers want their own reference to be included on orders, packing slips and invoices. To do this, enter the customer reference here and enable the Customer Reference field in your designs for orders, packing slips and invoices.
Rate: Default rate for the customer. This is the one assigned by default on invoices. The sales prices indicated for the products will be used, depending on the rate.
% Discount: This is the default discount used as the general discount for products on the customer's invoices.
% Prompt Payment Discount: This is the default discount used as the prompt payment discount on customer invoices.
Payment terms: Payment days and direct debit. This information will be used as default in the invoices when the respective receipts are generated.
You will need to indicate the number of copies that should be produced by default and the invoice print format for this customer. The invoice format should first be created with the form designer. If you do not indicate a format, then the printer will use the format established for the company.
You will also need to indicate the number of copies that should be produced by default and the packing slip print format for this customer. The packing slip format should first be created with the form designer. If you do not indicate a format, then the printer will use the format established for the company.
Shipping cost type: This is a descriptive field to include the type of shipping costs (costs due, costs paid, etc.). This field appears if you have the Enable Ship. Docs option enabled in preferences.
Each customer can have several addresses (delivery, invoicing, etc.). The program allows an unlimited number addresses per customer.
Addresses are added to the customer and referenced using an address type (alphanumeric code). For example, an address can be created and assigned a type of SHP (for shipping), or you can create another and call it INV (for invoicing). The type of address can be established by the user. It is recommended that the same type be entered for all customers.
Put the type of address added in the Shipping (packing slip) field for the customer so the packing slips are printed with this address (although you can change it on each packing slip, if you want).
Put the type of address added in the Invoicing field for the customer so that invoices are printed with this address (although you can change it on each invoice, if you want).
If addresses are not indicated, packing slips and invoices are printed with the main address.