Costpoint Help

Customers

Use the screens in the Customers application group to manage customers and customer user-defined information, or to print a customer list.


Related Topics:

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.

Manage Customer User-Defined Information

Use the Manage Customer User-Defined Information screen to enter the user-defined values for customer-defined labels on each customer's account. You define the labels on the Manage Customer User-Defined Labels screen.

Print Customer List

Use the Print Customer List screen to print a listing of customers and their corresponding customer type, terms, sales territory, and credit limit. Print this report at any time after initializing customer files.


Parent Topic:

Accounts Receivable