EDITING CUSTOMERS OPTION 4.11 Screen 1 of 3
4.11 DISPLAY/EDIT CUSTOMER DATA
Location 1
Customer Number: 500 3 Name: BUBBA'S AUTOMOTIVE
4 Ship: 1234 MAIN STREET 6 Bill: 1234 MAIN STREET
5 City: SOMEPLACE TX 75000 7 City: SOMEPLACE TX 75000
15 Phone # : 8174454389 14 Owner: BUBBA
75 Freq Customer :
N 12 Bko/Canc :
C
9 Master Install : F 66 PO# Required : N
13 Dflt Trans :
SAL 71 Cust
Sls/Part: N
68 Print Invc Only : N 11 Activity
: A
69 Promo Prices :
Y 36 Shipper
# : 0
73 Dealer Promo :
N 37 Truck # :
0
21 Bill Sch # :
0 38 Stop # :
0
70 Mvmt Code Disc :
N 39 Customer
Type: 0
77 Prevent QPB :
N 22 Salesman
# : 0
72 GM% For List Prc: 0 23 Territory #
: 0
24 Misc Class 1 :
0 25 Misc Class 2
: 0
Customer Name
<F1> - Help <F5> - Go to <F9>
- PrvCust <F12> - Exit
<F2> - Save <F10> - NextCust <PgUp><PgDn> Page 1/3
Screen 2 of 3
4.11 DISPLAY/EDIT CUSTOMER DATA
Location 1
Customer Number: 500 Name: BUBBA'S AUTOMOTIVE
10 Terms of Pay :
3 50 Credit
Limit : 11000.00
40 Open Itm A/R :
N Avail
Credit : 11040.80
41 Chng A/R at EOM: N Balance
: 40.80-
67 Cust # to Post : Deferred :
0.00
76 Inter/Co # : 0
Total Owed : 40.80-
30 Invc Disc % :
0.000 Current :
40.80-
42 Stmt Disc % :
0.000 1-30
Days : 0.00
28 Service Chg % :
18.000 31-60
Days : 0.00
59 Service Charge : 0.00 61-90 Days
: 0.00
74 Serv Location #: 0 Over 90 Days
: 0.00
2 Date Entered : 05MAY98 Last Statement:
284.44
93 BLS# For List :
0 mmddyy LST
Pur: 100598
94 Price Contract#: 0
mmddyy LST Pmt: 100198
Credit Limit
<F1> - Help <F5> - Go to <F9>
- PrvCust <F12> - Exit
<F2> - Save <F10> - NextCust <PgUp><PgDn> Page 2/3
Screen 3 of 3
4.11 DISPLAY/EDIT CUSTOMER DATA Location 1
Customer Number: 500 Name: BUBBA'S AUTOMOTIVE
16 Tax Exmpt #: 000
26 Tax Sch # :
1
27 Tax Method :
N
NOTES on Screen 1
5 Freq Customer :
N “Y”
makes it display in upper right box
9 Master Install :
F Makes it track
sales of flagged parts, does not affect pricing
68 Print Invc Only : N Forces invoice
if you also have a receipt printer 11 Activity :
A A=Active, I=Inactive, B=Bad Debt
69 Promo Prices :
Y Do you want
them to get Parts Plus sale prices?
73 Dealer Promo :
N Do you want
them to get Dealer Only Sale prices?
21 Bill Sch # :
0 Not used -
should use Pricing Plan
70 Mvmt Code Disc :
N Do you want
his prices to vary by the popularity of the part?
39 Customer Type: 0 For EOD
reports, set up types 0-10 in OPTION 9.8
77 Prevent QPB :
N QBP=Quantity
Price Breaks
22 Salesman # :
0 You can use
this for other things. Set up in 9.8
72 GM% For List Prc: 0 Gives a
customer a preset margin from his price to List price
24 Misc Class 1 :
0 Used to
customize certain reports
25 Misc Class 2 : 0 Used to mark
customers for WEEKLY STATEMENTS
NOTES on Screen 2
10 Terms of Pay :
3 1=Cash,
3=Charge, 4=OK for terms
50 Credit Limit :
10000 Override with
Credit Control Password, if set
40 Open Itm A/R :
N DO
NOT EDIT THIS FIELD - USE #41
Y=Pays by Invoice
41 Chng A/R at EOM: N Y=Changes
Field 40 when you run Purge & Age at EOM
67 Cust # to Post : Posts all
charges to another customer -
30 Invc Disc % :
0.000 Takes a
discount off the bottom of each invoice
42 Stmt Disc % :
0.000 Takes a
discount off the bottom of the statement
28 Service Chg % :
18.000 Interest (APR)
on past due balance. 18% = 1.5% per
month
59 Service Charge : 0.00 Adds specified
amount to statement each month
94 Price Contract#: 0 Used with
Contract Pricing
NOTES on Screen 3
16 Tax Exmpt #: 000 For information only. If blank, POS may
prompt you
26 Tax Sch # :
1 Every customer should have a 1
here
27 Tax Method :
N A=always taxed, N=Tax exempt
Some
fields are omitted on these notes as obvious or insignificant.
CustEdit.doc 9/7/99