Customer Details Tab
Use this tab on the Manage Customer screen to enter details about a customer.
Contents
Field | Description |
---|---|
Vendor |
Enter, or click
|
Payment Terms |
Enter, or click
|
Territory |
Enter, or click
|
Customer Type |
Enter, or click
|
Status
Field | Description |
---|---|
Ok |
Select this option to indicate that it is acceptable to ship to the customer. |
Warning |
When you select this option, sales orders can be processed; however, the system provides a warning of the customer credit status. |
Hold |
When you select this option, you cannot process further sales orders for the customer. This field is used by Costpoint Sales Order Entry. |
REF 1 |
This is the first of two user-defined fields. It displays the information defined on the Configure Accounts Receivable Settings screen for User Defined Label 1. For example, on the Configure Accounts Receivable Settings screen, you could define Label 1 as the Account Manager for the customer. You would then enter the name of this customer's manager in this field. |
REF 2 |
This is the second user-defined field. It displays information defined in the Configure Accounts Receivable Settings screen for User Defined Label 2. The user-defined labels can also be used together. In the example above, Label 1 contains the Account Manager. Label 2 could be defined on the Configure Accounts Receivable Settings screen as the internal point of contact, or the office location from which this account is serviced. |