Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

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.

Note: The UI profile you are assigned may have caused some fields to be hidden on your screen. For more information, contact your system administrator.