Customers

AIS 017 - Customers

How to Setup Customer List:

1. Click Customers on Main page
2. Click New Type up to 12 letters and numbers for Cust. ID. Customer ID, Company name, address, terms of Description (period of payment set by the company) in Basic Info and Ship Via in Additional Info must be entered to save this customer into your list.
3. Category, Class and Price Level are usually setup by your company to classify the customers.
4. When you enter Sales Rep. in Basic Info, only assigned employee will be able to access this customer. If you don't enter any employee ID, all employees will be able to make sales to this customer
You can open all information regarding to the customer without leaving this page.
7. Click Open and press F2 to see the list of all customers.
8. Double click the selected customer. All information will show up automatically.
9. There are several buttons in Basic Info page

Ship To: you can enter multiple shipping addresses or modify current address
LSP: shows information on last sold products
Picture: you'll be able to see the picture of this customer after you entered the image into your file. See how to add picture in your AIS.
Rem.: it's a short remark that pops up when an employee opens Sales Order or invoice for this customer.
History: it's used to record important messages for future reference.
Reset: you need authorization code
A/R S: account receivable summary
A/R I: account receivable invoices
Recpts: shows the history of receipts
Cr/Db: shows the history of credits and debits
Order: shows sales order. To see detailed sales order, double click the order number. Invoice: shows invoices. To see detailed information, double click an invoice number
Web ID: not applicable

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