When you add a new customer to an ERP software the fields that are to be known in different ERP's is explained in detail.
Stone Profit Systems :
1. Customer Name :
The name of the customer which you are adding is mentioned in this field.
2. Cust. ID :
In this field we mention a unique customer ID for every customer in case if two customer have same names they are differed by there customer ID. It can be auto generated according to the entry or can be given directly by the settings provided.
3. Customer Type :
The customer type is selected based on what he does or in what way the products are used by the customer. Related to stone business they can be an architect or Designer or homeowner based on the customer.
4. Contact Name :
The name of the person to whom we need to contact regarding the customer is mentioned in this field so that we refer to that person for any transaction with that customer.
5. Parent Customer :
The customer is having any parent customer who is already using is mentioned in this field.
6. Referred By :
The customer who is referring this particular customer is mentioned in this field.
7. Contact Information :
The contact information of the customer where the mobile number, email, website through which we contact the customer is mentioned here.
8. Bill - To - Address :
The address in which where the bills and payment receipts are to be sent is mentioned which may sometimes vary from the shipping address.
9. Shipping Address :
The address to which the goods are to be shipped is mentioned in this section which will vary according to the order placed.
10. Location Info :
If a customer is having multiple locations the check box has to be selected and the parent location from where the customer is buying the goods is mentioned.
- The Generic customer is selected if the customer is buying generic products from us then this field is selected.
11. When you want to have a PO for the sale order to be generated for this customer then we select this checkbox so that the sale order is not processed until and unless he doesn't have a PO.
12. If you need to apply can charges to the customer for late payments we need select the checkbox here.
13. The way in which the documents are sent to the customer through mail or fax is mentioned here.
14. The number days for the inventory to be kept on hold for the customer when a order has been placed in this field by default it is set to 7 days.
15. EIN number :
The EIN is a nine digit Employer Identification Number also called Tax Identification Number(TIN) in the format of 'xx - xxxxxxx'. Every company operating in the US has one of these numbers assigned to it.
16. Primary Sales Person :
The sales persons who are involved with the customers for the sales is mentioned in this section. There is a primary sales person and secondary sales person.
17. Price Level :
The price which is to be allocated for the customer is selected here so that the pricing is done accordingly for the customer.
18. Payment Terms :
The terms in which the payment has to be done by the customer is mentioned within the specified number of days or within the company terms is selected.
19. Sales Tax :
The percentage of sales tax that is to be applied for the customer is mentioned in this field.
20. Tax Exempt :
If their is any tax exemption for the customer then it is selected here and reason for which the exemption is given and the certificate number along with expiry date is mentioned in these fields.
21. Default Fulfillment Method :
This field is used to select the default method fulfillment of the products for the customer is mentioned here whether it is done by pickup, delivery, installation is mentioned here.
22. Credit Controls :
This section specifies the limit for the credit that the customer should have and the note that has to be displayed for the sales lock is mentioned so that the sales are not performed if the credit limit is exceeded until it is released.
23. Customer Login :
If the customer needs to have access to the data through customer login module then the login details are mentioned here so that they are used for the customer to login.
Peachtree :
1. Customer ID :
In Peachtree the customer ID is used for all the transaction that are made by the customer and it is to be mentioned here with unique ID for each customer.
2. Prospect :
The prospect is selected when the customer is willing to have sales in the future which specifies that the customer performs the sales further.
3. Inactive :
When the customer is in inactive state and no other transactions are to be performed by the customer in future then this is selected.
4. There are different sections in which the details for the customer are mentioned which are explained below.
- The general section contains the details of address and contact details. Some more fields can be customized according to the customer requirement.
- The contacts section contains the details of the contact person and we can also have the option to add new contact person or can delete the contact person.
- The history section defines the sales of the customer over the period and his last payment or invoice dates and amount.
- The sales info section has the details of the sales representative, sales account detais delivery method are mentioned.
- The Payment method and the terms of payment and card information are mentioned in this section.
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