Manage Customers
Use this screen to enter and maintain customer information. You can enter the address, phone number, contact, sales order information, and general notes.
This screen also contains payment terms for each customer. These payment terms are assigned individually from the table of terms offered company-wide. They are used to calculate discounts and invoice due dates, which are used in the calculation and application of finance charges. See the Manage Customer Terms screen for more information on customer terms.
Set this screen up at the same time you set up a billable contract or before entering billings or sales orders. You may want to set up this information before any sales have been made so you can enter marketing and contact notes about the prospective customer.
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Display the Manage Customers Screen
You access the Manage Customers screen from the Accounting or the Materials domain.
Contents of the Manage Customers Screen
Use the fields and options to configure the Manage Customers screen.
Table Information for the Manage Customers Screen
Changes to the Manage Customers screen update several tables.
Tabs of the Manage Customers Screen
The Manage Customers screen has the following tabs: Customer Details, Sales Order, SO Address/Contacts, and Credit Info.