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new:costumer_master

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Costumer Master

Costumer

  • a person or company that customarily or habitually engages in transactions.
  • sometimes known as a client, buyer, or purchaser.

Sample image for costumer 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
  • Costumer Group - Your own company grouping of costumers.
    • 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 Costumer
      • local Costumer

Steps in Creating Costumer File

  1. Fill in self-explanatory fields.
TermsDefinition
Costumer Number Automatically assigned by the system.
Short Name Abbreviation
Name Full name of the costumer
Address 1 Name of the Bldg/ Lot Number & Street Name/Number
Address 2 Barangay
CityCity of the customer
State/Province
Zip/Postal
Country Country of the costumer
Salutation
First Name Name of the Contact Person
Middle Name
Last Name
Title Designation of the Contact Person
E-mail
Phone Landline Number
Phone-Mobile Hand Phone number
Fax
URL
Id
Tax Number
Control Account-AR Use for GL interface
  1. Click Add -
/srv/www/htdocs/wiki/data/attic/new/costumer_master.1475072661.txt.gz · Last modified: 2016/09/28 14:24 by ca