For adding a new customer the following Fields are important
Customer Name: Name of the customer
Customer ID / Code: A unique number is given to identify customer among all customers.
Customer Type: Type of customer that may be designer,dealer,architect etc.
Contact Name: Name of the organisation or name of the person who
represent organisation.
Referred By: Name of the person who referred customer
Contact information
All the information needed to contact a new customer comes in the contact information.
All the information needed to contact a new customer comes in the contact information.
Bill-to-address
The bill-to-address is the invoice address and the cardholders address if paying by card.
The bill-to-address is the invoice address and the cardholders address if paying by card.
Suite / Unit - It is your address, if an apartment what number is it, a Suite the room number and a unit the name of it.
County - A political and administrative division of a state.
Shipping address
Shipping address is the address (location) where product to be delivered.
Shipping address is the address (location) where product to be delivered.
Location Info
Parent Location - It is the nearest branch of company where customer buy the products. He may be customer to multiple branches or regular customer(generic).
Route Location - Route location is used to mention in which way the products should be sent to the customer.
Sales Info
Tax Exempt - Tax exempt status can provide complete relief from taxes, reduced rates, or tax on only a portion of items.
Examples include exemption of charitable organizations from property taxes and income taxes, veterans, and certain cross-border or multi-jurisdictional scenarios.
Sales tax - A sales tax is a consumption tax imposed by the government on the sale of goods and services.
Fulfillment Method - The process of fulfilling the delivery should be chosen whether customer picks up or need to be delivered to the customer.
Tax Exempt - Tax exempt status can provide complete relief from taxes, reduced rates, or tax on only a portion of items.
Examples include exemption of charitable organizations from property taxes and income taxes, veterans, and certain cross-border or multi-jurisdictional scenarios.
Sales tax - A sales tax is a consumption tax imposed by the government on the sale of goods and services.
Fulfillment Method - The process of fulfilling the delivery should be chosen whether customer picks up or need to be delivered to the customer.
Credit controls
The credit controls are used to give the credit limit to the customer.
Customer Login
Customer can login to system to know info about sales and so on. So that a login is provided with username and password.
