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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
Customer Group Classification of Costumer defined by the company
Costumer Type
Price Group
SIC Code
Tax Scope
Industry Segment
Discount %
Agent
Commission
Billing Address
Costumer Status
Credit Limit
Credit Available
Credit Rating
Credit Terms
Date of Credit Application
Date of Credit Evaluation
Date of Financial Statements
Payment Instructions
Avg Payment
Remarks
  1. Click Add -
/srv/www/htdocs/wiki/data/attic/new/costumer_master.1475073535.txt.gz · Last modified: 2016/09/28 14:38 by ca