new:costumer_master
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new:costumer_master [2016/09/28 05:13] ca |
new:costumer_master [2016/10/11 15:39] (current) ca |
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| - | =====Costumer Master===== | + | =====Customer Master===== |
| - | ===Costumer=== | + | ===Customer=== |
| * a person or company that customarily or habitually engages in transactions. | * a person or company that customarily or habitually engages in transactions. | ||
| * sometimes known as a client, buyer, or purchaser. | * sometimes known as a client, buyer, or purchaser. | ||
| - | //<wrap em>Sample image for costumer page</wrap>//{{ :cecille:customer_master.png-3.png?nolink |}} | + | //<wrap em>Sample image for customer page</wrap>//{{ :cecille:customer_master.png-3.png?nolink |}} |
| ===Mandatory Field=== | ===Mandatory Field=== | ||
| Line 10: | Line 10: | ||
| * <wrap em>E-mail</wrap> | * <wrap em>E-mail</wrap> | ||
| * <wrap em>Control Account-AR</wrap> - This is mainly use for GL interface | * <wrap em>Control Account-AR</wrap> - This is mainly use for GL interface | ||
| - | * <wrap em>Costumer Group</wrap> - Your own company grouping of costumers. | + | * <wrap em>Customer Group</wrap> - Your own company grouping of customers. |
| * Example: | * Example: | ||
| * Regular Sales | * Regular Sales | ||
| Line 19: | Line 19: | ||
| - | * <wrap em>Tax Scope</wrap> * In here you categorize your costumer according to what tax obligation they belong. | + | * <wrap em>Tax Scope</wrap> |
| + | * In here you categorize your costumer according to what tax obligation they belong. | ||
| * Tax Scope provides vision in tax. | * Tax Scope provides vision in tax. | ||
| + | * Example: | ||
| + | * Foreign Customer | ||
| + | * local Customer | ||
| + | ===Steps in Creating Customer File=== | ||
| + | - Fill in self-explanatory fields. | ||
| + | - Click **Add** | ||
| + | - Costumer File been added. | ||
| + | |||
| + | ^Terms^Definition^ | ||
| + | |Customer Number| Automatically assigned by the system.| | ||
| + | |Short Name| Abbreviation or a substitute for the proper name of a Customer | | ||
| + | |Name| Full name of the customer| | ||
| + | |Address 1| Name of the Bldg/ Lot Number & Street Name/Number| | ||
| + | |Address 2| Barangay/ Town| | ||
| + | |City|City of the customer| | ||
| + | |State/Province|An administrative division or unit of a country. | | ||
| + | |Zip/Postal|A code of letters and digits used as part of a postal address to aid the sorting of mail.| | ||
| + | |<wrap em>Country</wrap>| Country of the customer| | ||
| + | |Salutation| A polite expression of greeting or goodwill( such as Miss,Mr.,Madam, etc.)| | ||
| + | |First Name| Name of the Contact Person| | ||
| + | |Middle Name| | | ||
| + | |Last Name| | | ||
| + | |Title| Designation of the Contact Person| | ||
| + | |E-mail|A system for sending and receiving messages electronically over a computer network. | | ||
| + | |Phone| Landline Number| | ||
| + | |Phone-Mobile| Hand Phone number| | ||
| + | |Fax|Fax Number. A fax (short for facsimile and sometimes called telecopying) is the telephonic transmission of scanned-in printed material (text or images), usually to a telephone number associated with a printer or other output device. | | ||
| + | |URL|It is the global address of documents and other resources on the World Wide Web. | | ||
| + | |Id| | | ||
| + | |Tax Number| | | ||
| + | |<wrap em>Control Account-AR</wrap>| Use for GL interface| | ||
| + | |Customer Group| Classification of Costumer's by group defined by the company| | ||
| + | |Customer Type|Classification of Customer's by type defined by the company | | ||
| + | |Price Group|Classification of Customer's by price category defined by the company | | ||
| + | |SIC Code| | | ||
| + | |Tax Scope| | | ||
| + | |Industry Segment| A distinct component of a business, such as a product line or a category of products. The term is also used to describe a grouping of similar types of businesses, such as fast-food restaurants or athletic equipment manufacturers.| | ||
| + | |Discount %| Refers to the condition of the price of a bond that is lower than par, or face value exclusively for this Customer. | | ||
| + | |Agent| A person that has express (oral or written) or implied authority to act for Costumer so as to bring the Customer into contractual relationships with the Company. A person who have been given the official job of selling something| | ||
| + | |Commission|an amount of money paid | | ||
| + | |Billing Address| | | ||
| + | |Customer Status| | | ||
| + | |Credit Limit|Refers to the maximum amount of credit a company extends to a client | | ||
| + | |Credit Available| Available credit is the difference between the amount of the credit line or limit, and the amount that has already been used.| | ||
| + | |Credit Rating|An assessment of the creditworthiness of a customer in general terms or with respect to a particular debt or financial obligation. | | ||
| + | |Credit Terms|Credit terms or terms of credit is the agreement between a seller and buyer that lists the timing and amount of payments the buyer will make in the future. | | ||
| + | |Date of Credit Application| | | ||
| + | |Date of Credit Evaluation| | | ||
| + | |Date of Financial Statements| | | ||
| + | |Payment Instructions| | | ||
| + | |Avg Payment| | | ||
| + | |Remarks| | | ||
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/srv/www/htdocs/wiki/data/attic/new/costumer_master.1475039613.txt.gz · Last modified: 2016/09/28 05:13 by ca
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