DreamApps Wiki

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
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
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

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Customer Master

Customer

Mandatory Field

Steps in Creating Customer File

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