| Purpose & Benefits |
|---|
| This function lets you maintain basic information about Customers, some of which is extra information not held in TAS. |
Your customers are displayed in a grid where you can rapidly change important pieces of information:
Simply process those fields as appropriate – some notes on specific fields:
| # | Field | Default | Entry | Action/Description |
|---|---|---|---|---|
| 1 | Warehouse | Central | Yes | Select the default warehouse code for the customer by double-clicking in the warehouse cell. This is used in the SO Entry form to speed up data entry and in assigning stock movements if invoices have been printed and posted using TAS. |
| 2 | Price List | Yes | Select the Default Price List to be used when entering Orders in program 611. |
If you have made any changes click the Save button to save them.
Double-click the Code of a Customer that you wish to amend or click New to create a new Customer.
The drill-down gives you a detailed record:
If you have made any changes click the Save button to save them.
Account History is available within the Key Sales Pointers group – settings for Default Warehouse ( Trade option), Default Currency, Default Price List (both Plus only) and so on are within the General group.
Remember feature
If you are only ever interested in some of the information you can setup your grid (using Show/Hide and ticking/unticking items, changing their order as necessary) then save your configuration by double-clicking the Red marble in the bottom right corner of the form. The marble will then turn Green to show the configuration has been saved. This is the format the information will be presented in until you clear the configuration (by double-clicking the Green marble to turn it red) or make further changes via Show/Hide.