Overview
A Customer Type is a means of grouping Customers together by certain common characteristics (e.g. credit limit, dunning letter type). The Customer Types definition allows users to maintain a list of such groupings, which can be used for reporting purposes, if applicable.
This entity is referenced in the Customer detail information.
Navigation
Admin ► Common Entities ► Customer ► Customer Types
Customer Types screen Fields
Field | Description |
ID | Unique code for the Customer Type. |
Active | If false, the Customer Type cannot be selected in new transactions. |
Last Statement Date | Last date when the statement was produced. |
Last Interest Calculation Date | Last date when interest process was run. |
Credit Limit | Maximum credit allowed for this type of customers. The system defaults this value when the Customer Type is selected during Customer creation. |
Abbreviation | Short description for the Customer Type. |
Description | Full description for the Customer Type. |
Overview
The Customer screen allows users to identify the different companies or people to whom users’ organization provides goods and/or services, or from whom money is received.
Navigation
Admin ► Common Entities ► Customer ► Customers
Customers screen Fields and Tabs
Field | Description |
Code | Unique identification code of the Customer. |
On Hold | If checked, the customer's status is put on hold for a period in the future. |
Reference ID | The reference code for the customer. |
Name | The name of the Customer. |
| Short Name | Short Name of the customer if any. |
Credit Limit | The customer's credit limit on their credit card. |
Business Ownership Type | Contains different Business Ownership Types such as Government, Individual, Corporation, etc. |
Preferred Language | The customer's preferred language to speak. |
Status | The status of the customer with regards to the organization. Options include active, delinquent, disputed, etc. |
| Address | It allow the system user to enter an address of the customer. |
Treasury Bank Account | The Government Bank Account to be used for credit the revenues involved with this customer. |
| Collection Agency | Collection agency related to the customer. |
Currency | The currency that the customer uses to make deals with the organization. |
| Is Vendor? | The checkbox is true when the customer is a vendor. |
Vendor | The companies that sell products or services to the company that users work for. |
Offset Code | Offset codes help users to input for double entry bookkeeping. Double entry bookkeeping requires that there is a balance between debits and credits. |
Customer Type | A Customer Type is a means of grouping Customers together by certain common characteristics. |
| Credit Days Limit | Limit of credit in days. |
| Number Of Employees | Number of employees of the company. |
| Annual Turnover | Annual sales figures of this company. |
| Bank Account | The Government Bank Account to be used for credit the revenues involved with this Customer. |
| Customer Group | Applicable when this Customer is a branch or a sub-company from a Customer Corporation. |
| Discount Debit Account | GL offset code for discount debit accounting purposes produced in any Customer Transaction. |
| Interest Credit Account | GL offset code for interest credit accounting purposes produced in any Customer Transaction. |
| Exchange Rate Differential Account | GL offset code for accounting the positive or negative exchange rate differential produced in any Customer Transaction. |
| UACS | It is Partial or Full Coding Block. |
| Establishment Year | Establishment year of the company. |
| Payment Term | The payment Terms associated with this Customer. |
| Payment Mode | The Payment Mode used for Revenue accounting purposes. |
| Payment Location | The service office where the Customer will make effective the payments. |
| Payment Method | The Payment Method used for this Customer. |
| Ship To | Shipment related to the Customer. |
Invoice To | By default, system assign same Customer Application ID. |
Collect From | By default, the system assigns same Customer Application ID. |
| Accepts Credit Cards | Mode of payment. Unchecked by default. |
| Accepts Cheques | Mode of payment. Unchecked by default. |
| Discount Applies | If there is any discount provided it should be checked. Unchecked by default. |
| Interest Applies | If there is any Interest provided it should be checked. Unchecked by default. |
| Remarks | Comments or Remarks regarding this Customer. |
| Contact Tab | Contact details of the customer |
| Tax Exempt List Tab | Tab contains one or more tax-exempt information. |
Overview
Information regarding contacts of Customer is entered through this tab.
Contact Tab screen Fields
Field | Description |
Is Main | Whether the contact added, is the main address, gets mentioned in this field. |
Contact Type | The kind of contact is selected from the drop-down box in this field. For example, it may be the phone, mobile, or e-mail, etc. |
Contact Location Type | Whether the contact mentioned home address, work address, gets mentioned. |
Contact Value | The contact is defined in this field. |
Description | Description regarding the contact is mentioned in this field |
The list of taxes exempted to customer is added from this the lookup button for this tab.
| Field | Description |
| Id | Identity code of Tax selected is shown under the column. |
| Abbreviation | It enables for Abbreviation of the tax is mentioned in this column. |