Best Inventory software system for project managementInventory systems and project management software .

1 Introduction
1.1 What is Golden Inventory System?
1.2 How to begin?
1.3 System Requirements
1.4 Installation
2 Main Menu
2.1 New Database
2.2 Open Database
2.3 Backup
2.4 Restore
2.5 Page Setup
2.6 Forms Font
2.7 Main Form Options
2.8 Send
2.9 Report Wizard
2.10 Security
2.11 Import from Silver,Executive, Bronze
3 Company&Locations
3.1 Set up Your Company?
3.2 Company Address
3.3 Email address
3.4 Other settings
3.5 Locations
4 Vendors
4.1 Vendors List
4.2 New Vendor
5 Purchase Orders
5.1 Purchase Orders List
5.2 New Purchase Order
5.3 Edit Purchase Order
6 Receiving
6.1 Item Receipts List
6.2 New Item Receipt
6.3 Edit Item Receipt
7 Customers
7.1 Customers List
7.2 New Customer
8 Sale Orders, Estimates
8.1 Sale Orders List
8.2 New Sale Order
8.3 Edit Sale Order
8.4 Estimate
9 Invoices
9.1 Invoices List
9.2 New Invoice
9.3 Edit Invoice
10 Sales Receipts
10.1 New Sales Receipts
11 Point of Sale
11.1 Point of Sale Options
11.2 Point of Sale Panel
12 Work Orders
12.1 New Work Orders
13 Items
13.1 Items List
13.2 New Item
14 Transfer Order
14.1 New Transfer Order
15 Payments
15.1 Payments List
15.2 New Payment
15.3 Edit Payment
16 RMA tickets
16.1 RMA list
16.2 RMA ticket
17 Adjust inventory
17.1 Adjustment list
17.2 New Adjustment
18 Currencies
18.1 Currency list
18.2 New Currency
19 Overview
19.1 Inventory to Reorder
19.2 Bills to Pay
19.3 Unclosed Sales Orders
19.4 Unpaid Invoices
20 Export and import
20.1 CSV files
20.2 Excel files
20.3 QuickBooks
20.4 XML

New Customer

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Customer edit form Inventory database

To call the form for creation of new customer click "New Customer" on the main form or button "New" on the Customers list form.

Fields:

 

 Number    

In the field Number you must enter the customer number or use the default. This field is a alphanumeric field. You can enter letters and numbers. The system will automatically increment the number each time you create a new customer or you will enter them manually. Each customer has unique number and the system will not allow to enter two identical numbers.

Company name

You must enter a customer company name. This name will be used on the purchase orders, receiving lists and payments. Number and name are enough for creation of the new customer.

Type and Group

The fields "Type" and "Group" are used for classification of the customers. You can sort and apply a filter by "Group" in the Customers list . The fields "Group" and "Type" can be used on the report wizard.

Payment Terms

This Payment term will appear every time you create the new invoice.

Billing and Shipping Address

The billing address is where you should send invoice and sale orders to. The shipping address is where you ship products to. These addresses will appear on the top of your invoices and sale orders. You can use a button "=>" for copying billing addresses into the shipping address.

E-Mail

In the field E-Mail you must enter the e-mail address of this customer. That allows you to send by e-mail the invoice and sale orders. If you click the button "E-mail", it can send the letter immediately from this form.

 Salesperson

This Salesperson will appear every time you create the new invoice and sale order.

Inactive

This option allows you to setup this customer as inactive. If you try to do an invoice or sale order for this customer, the system will warn you that they are on inactive status.

Comment

To enter any special notes about the customer. You can also print the contents of the comment on a customer's sale orders or invoice (see above).

Job/Contract

You can have several jobs with one customer. Click checkbox and set the contract parameters: Parent Vendor,Status,Start Date, Projected Ended,Description, Type.

 

 

 


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