Other screens

CUSTOMER

Customer Control Screen
[Ctrl C]

1. Search customer by Code, Name or Phone. F3 for more options.

2. Yellow icon shows there is a note on theis customer F4 to View.
3. Blue R means Read Only F2 to change to Edit (Yellow E)
4. Select if this customer has an account or not and if they get an invoice or Cash Dkt when Buying items.
5. Contact details for this customer. Click the Combo box for more emails addresses.
6. Filters, Market codes, Salesman And commission. All useful for viewing reports and performance. Sales commission can be calculated easily on date range.
7. Backorders can be raised & maintained for this customer.
8. Courier can be preset here with standard charge or special based on per carton or consignment basis. also Invoice $ amount can trigger free freight.
9. Transaction History for Parts, Invoices & Payments available here [F5]
10. Sales Graph for this customer for Sales$ Profit$ Reciepts$ etc. Also Trend.
11. Pricing [F8] can be very detailed from Groups right down to part & Qty specific
12. Price As to price this and other customers as a group or customer type category. Very handy for maintaining different industry types.
13. If this was a branch or delivery address just enter the account code for billing here. Main account should be set up first. Consolidates statements from all BillTo customers to one statement.
14. Current Account Status F5 to see details.
15. Invoices to this customer could be sent directly to another GL account e.g. a charge for Rent or storage.