Customer File

The Customer ID is created when a new customer account is created.  You can enter a customer ID according to your store's policy or allow the system to generate one automatically.

This is the company with which the customer is associated.  For a personal account, the Company field is blank.

This is the customer's first and last name.

A customer label may be printed in the label defined Label Form ID format on the printer defined for the workstation.  Enter the number of labels needed and a comment if desired.

By default, a customer's status is set to Active.  The customer's status can be changed to reflect his or her standing with the store.

This opens a link to a Google Map of the customer's address.  This option must be turned on by checking Display Map Button in System | Workstation Setup | General.

This copies the customer's information to the clipboard so that you can paste it into another document.

This can be used to restrict the charge activity of customers.  This must be checked if a customer account is a cash only account, even if the customer's terms are set to Cash.  If this is unchecked, the customer may charge to the account per the terms in the customer's file.

 

If an account charge is attempted on a no-charge account, a message is shown that a manager override is required to allow an account charge.

 

If your store never allows a charge on a no-charge account, check Absolutely No over riding "No Account Charge" customers in System | Company Setup | Accounts Receivable 3.  When this is checked, an account charge attempt on a no-charge account yields a message prompting you to select another payment method.

No Account Charge restricts any posting activity to a customer account, including credits.  If you wish to restrict new account charges but allow credits to be applied to the account, uncheck No Account Charge and set the Credit Limit in the account terms to zero.  

This restricts payments from being made on an account.  If this is checked, a note is displayed on the Payment on Account screen.

A customer is still able to charge to an account if No Payments is checked.

This suspends rental activities for the customer.  If creation of a rental contract is attempted, a message is displayed.

Customer contacts can be used to maintain multiple contacts within one company account, add authorized purchasers to an account, or to add someone to the statement or invoice distribution.  For more information on setting up and using contacts, see Contacts.

Jobs allow a customer to organize invoices into projects so that all transactions related to that project are organized and can easily be found.  For more information on setting up and using jobs, see Jobs.

Activity logs activities performed for the customer, including phone calls and emails.  For more information, see Activity.

The AR tabs contain all the detailed information that controls the customer account.  For detailed information on the AR tabs, see AR Tabs.