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Quantum VS Help: File Maintenance |
This section deals with Customer Maintenance, of which there are many aspects, as described below. Click the links for details:
Customer details are stored in saved customer records. When you open an existing saved customer record you may view (and, in many cases, add) information in the following tabs/headers:
General Details
Documentation
Customer Contacts
Document Defaults
Price Enquiry
Site Details
Settlement Terms
Customer Transactions
Sales
Balance History
Invoiced Batches
Credit Control
Letters Sent
Payment History
Status History
Notes
Tasks
Event Logs
Credit Notes
Sales Contracts
Sales Enquiries
Sales Invoices
Sales Orders
Back Orders
Quotations
Discount Matrix
Product By Customer
Part Numbers
Note: You may need to use the Customise feature to show or hide certain tabs in the Customer record, or change the display order. See Customising Records.
The following additional tabs may be available on the Toolbar - Sub Menu:
Route Round: You may set up Route Rounds and subscribe Customers to them.
User Defined Details: You may create User Defined Fields and record details for Customers.
Creating a customer record involves opening a new blank customer record, entering the customer's General Details, and then saving the record.
Once the customer record has been created and saved, the system will then reference various details stored against the Customer record when, for example, creating sales documents, generating prices, processing credit details and more.
Click for details on editing an existing customer record.
Click for details on deleting an existing customer record.
System Administrators may configure the default customer record so that a new customer record will open with certain predefined field settings/entries, saving time and effort.
Customer Site records allow you to create separate records and delivery addresses for customers which have multiple sites.
Customer Part Number Maintenance records allow you to cross reference your reference code/name for a product with the code/name the customer uses for the same product.