Customer Master Files

Create and maintain customers. Located under Maintain > Accounts Receivable > Customer Maintenance

This screen allows you to view all the details associated with the customer.

Buttons

A drop down for selecting the record, you can type/pick from a list.

Search for text in the record’s name or description.

Filter the list to only records that meet certain criteria.

Show Inactive / hidden records.

Display linked/attached files (Red asterisk means links exist).

Display linked/attached files (Red asterisk means links exist).

Edit the selected record.

Insert a new record.

Duplicate - Make a copy of the selected record.

Delete the selected record (not always available).

Print Statement

Tabs

The tabs allow you to switch between various screens of information regarding that record.

  • The first few tabs, hold Details about the record such as name, description, lists of contacts, or addresses etc.

  • The Links and Memo’s tabs show lists of any related attachments or notes.

  • The Graphs tabs allows you to create basic graphs on relevant data.

  • The Documents tab shows related documents like Purchase Orders, Invoices etc.

  • The Balances and Transactions tabs show the month-end and day to day entries respectively.

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