Table of Contents
Customer Master
Customer
- a person or company that customarily or habitually engages in transactions.
- sometimes known as a client, buyer, or purchaser.
Sample image for customer page
Mandatory Field
- Country - This is the country where the certain costumer operate his/her business.
- Phone Number - contact Number
- E-mail
- Control Account-AR - This is mainly use for GL interface
- Customer Group - Your own company grouping of customers.
- Example:
- Regular Sales
- Consignment
- Outright Sales
- Ex-Deal
- Trade Creditor
- Tax Scope
- In here you categorize your costumer according to what tax obligation they belong.
- 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. |
| Country | 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 |
| 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 | |
| Control Account-AR | 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 |