To open the screen Customer master, click Maintain èè Sales èè "Customers" from the menu bar.
The Customer Master screen is used to record and maintain Tradelink customers. As most of the Tradelink sales are through sales outlets, the details of customers are too large to maintain. Credit customers and privileged customer details will be maintained here.
Logic of Screen : By default the Screen is on Edit mode.
To Add CUSTOMER MASTER Detail
Click on the Icon or Press Ctrl+ N to enter in New mode. The Labels marked in Red are mandatory. Fill in the necessary Information and click on save icon or Ctrl + S to save the information.
To Modify CUSTOMER MASTER Detail
Click on the Icon or Press Ctrl+ O to enter in Edit mode. The Labels marked in Red are mandatory. Modify the necessary Information and click on save icon or Ctrl + S to save the information.
To Delete CUSTOMER MASTER Detail
Click on the Icon or Press Ctrl+ D to Delete the Information.
Note:
1 System will delete the data only if there are no transactions associated with these data.
2. Link is provided on the entire Dropdown List box with which you can Add or Modify the existing records
The various fields in the screen are described below:
Customer ID |
To enter/select the Customer No, First character is the first letter in the customer’s first name; the remaining 5 will be a running serial number. |
Abbreviation |
To enter the name of the customer |
Full Name |
To enter the name or description of the customer |
Address |
To enter the 2 line address of the customer |
City |
To enter the emirate or city the customer is from |
Country |
To enter the Classification of the customer by country |
Phone |
To enter the Phone number |
Fax |
To enter the Fax number |
Mobile |
To enter the mobile number of the customer |
To enter the email address of the customer |
|
Deleted |
No transaction can be made for deleted customers. |
Control Account |
Default customer control account is displayed. Select/display the control account to which the customer belongs. All control a/c’s marked, as trade debtors will be displayed when the search screen is displayed. This cannot be changed if any FA transaction has been entered for the customer. |
Activity Account |
|
Credit Days |
To enter the credit period in days extended to the customer. |
Credit Limit |
To enter the credit limit (in AED) extended to the customer. This is the maximum limit to which the customer may procure items, without clearing his bills. This will warn, but not stop Tradelink from making further sales to the customer, if the limit has been reached. |
Contact Person |
To enter the name of contact person for customer |
Short Name |
To enter the short name of the person whom to contact |
Region Id |
To select the Region of the customer |
Area Id |
To select Area of the customer |
Salesman Id |
To select the salesman from the search window to specify the type of salesman |
Term ID |
To enter the Payment for the customer – Cash or Credit. In case of Cash, Credit Period, Credit Limit and Credit Balance will be disabled. Delivery Notes and Invoice cannot be generated if the payment term is Cash. A credit customer cannot be made cash customer if balance exists. |
Price Type |
Two types of price types are 1. Wholesale 2.Reatail |
Vat No |
To enter the vat no of the customer |
Account No |
To enter the Bank Account no of the customer |
Credit Card No |
To enter the credit card no of the customer |
Card Name |
To enter the credit card name of the customer |
Credit Card Address |
To enter the address of the card |
Postal Code |
To enter the postal code of the customer |
Expiry Month |
To enter the expiry month of the card |
Expiry Year |
To enter the expiry Year of the card |
Opening Balance |
Displays the opening balance of the customer |
Current Balance |
Displays the current transactions balance |
Functionality:
Ø The Tab key can be used to navigate from the current column to the next in order.
| Ø | The Underline hyperlinked labels are used to Add/Modify/Delete respective masters. |
| Ø | The Exit button can be used to exit from current screen /form. |
List View for Customer Master
To open the screen LISTVIEW OF CUSTOMER MASTER, click the List View èè Sales èèCustomer from the menu bar.
List View will enable you to view all the data of Customer Master with which you can Search, Filter and export the data in XML, EXCEL, WORD, PDF, HTML, ETC. You can also Edit details of Customer Master by ‘Double Clicking’ on desired data.