To call the form for creation of new customer click "New Customer" on the main form or button "New" on the Customers list form.
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.
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.
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.
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.
This Salesperson will appear every time you create the new invoice and sale order.
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.
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).
You can have several jobs with one customer. Click checkbox and set the contract parameters: Parent Vendor,Status,Start Date, Projected Ended,Description, Type.