Customers
The Customer form is used to store all the detailed information about your customers including address, phone, financial information and other key information. You can be as detailed as you feel necessary since most of the fields are not required to be filled in. Customers are normally all the people in which you sell your products or services to.
You will notice that at the top of this form are fourteen tabs, which help group the customer information better. It is like having eight forms connected together for each customer. You will also notice that the Customer ID, Company, Phone number, Name, Email and Type fields at the top of the form remain there in all the tabs so you always know what customer you are working on when switching between the tabs. The fourteen tabs are listed below and described in detail in other areas of the documentation.
The Customer Tab shows you general customer information. See: Adding Customers
The Setup Tab shows other related customer data including Default Information and Credit Card Details that could not fit on the General tab. See: Adding Customers
The Contacts Tab shows you the list of Contacts added for the customer. See: Customer Contacts
The Detail Tab shows other related customer data including some General Information, Customer History, Notes and Directions, Customer Points and AbleCommerce options that could not fit on the General and Setup Tabs. See: Adding Customers
The Fields Tab is used to store the names of other customized contact fields used like Phone, Fax, E-mail, Web Site, and any other contact information that you use. See: Fields Tab
The Documents Tab is used to save documents, information and files that is related to the Customer. See: Adding Customers
The Activity Tab shows you all the completed and scheduled activities for the customer. See: Schedule Activity
The Notes Tab shows you a list of all the customer notes. See: Customer Notes
The Data Tab allows the user to add unlimited data or questions to each customer. See: Customer Data Tab and Fields
The History Tab shows all the customers sales and service transactions. These transactions were grouped or summarized in three different types of customer history such as Customer History, Item Purchase History and Sales Transaction History. See: Customer History
The Pricing Tab shows you special inventory item pricing for the selected customer. Under this tab is two different types of pricing, namely Special Price and Category Pricing. See: Customer Special Pricing for Special Price and Category Pricing Discount to guide you on how these pricing types work.
The Analysis Tab shows you monthly sales for the selected customer. See: Analysis
The E-mail Tab shows all the sent and received E-mails of the customers. See Report Email Log
The Rewards Tab shows the Customer Rewards of a Customer. It includes the total points they have accumulated, the total amount they will receive for the year, and its payment status whether it is paid or unpaid. This tab also allows processing of Customer Rewards. See: Customer Rewards
This form can be used to add or edit records in the customer form. To add new customers, simply click the New button at the top of this form. If you need to edit existing customers, just select the record you want to edit and make any necessary changes to the fields for that record. For complete details on all the field descriptions for this form and a step by step guide on how to enter new customers. See: Adding Customers
The record navigation buttons at the bottom of the form are used to move from one customer to another. It also displays how many records are in the customers form and what record you are currently on. Clicking on one of the buttons will navigate you through your existing data. You may use the Find button to find a specific record.
There are several helpful options that can be set in the Company Preferences forms to help make data entry easier and faster. One great feature in the Company Preferences form is to have the text fields displayed a certain way when you enter data so that it is easier to read and more consistent throughout the program.
Once you enter a Zip/Postal Code it will automatically fill in the City, State/Province and Country the next time you select it.
Toolbar Buttons
Toolbar Buttons perform an action on the current record like adding, deleting or saving.
The New button will clear the form to allow a new customer to be added.
The Save button will save the selected customer record.
The Find button will allow you to search for customers.
The Delete button will delete the selected customers.
The Undo button will cancel out the last change/s done to the record reverting it to its older state.
The Ship To button will open the Customer Ship To List form where you can enter or view an unlimited number of alternative shipping locations.
The Schedule button will open the Schedule Activity form where you can schedule a call, meeting, or to-do. See: Schedule Activities
The Initiate button will enable you to begin the transaction you wish such as invoicing or quoting.
The Estimate button under the Initiate menu (click the Initiate button to open the Initiate menu) will allow you to create a quick estimate transaction for the selected customer.
The Create New Quote/Estimate button under the Initiate menu (click the Initiate button to open the Initiate menu) will allow you to create a new quote/estimate transaction for the selected customer.
The Create New Order button under the Initiate menu (click the Initiate button to open the Initiate menu) will allow you to create a new order transaction for the selected customer.
The Create New Invoice button under the Initiate menu (click the Initiate button to open the Initiate menu) will allow you to create a new invoice transaction for the selected customer.
The Create New RMA button under the Initiate menu (click the Initiate button to open the Initiate menu) will allow you to create a new RMA transaction for the selected customer.
The Create New Customer Prepayment button under the Initiate menu (click the Initiate button to open the Initiate menu) will allow you to create a new prepayment or advance payment transaction for the selected customer.
The Receive Payments from Customer button under the Initiate menu (click the Initiate button to open the Initiate menu) will allow you to create a new receive payment transaction from selected customer.
The Tools button will display other customer related buttons like Rewards, Codes and Types.
The Rewards button under the Tools menu (click the Tools button to open the Tools menu) will allow you to process Customer Rewards for all or selected customers.
The Codes button under the Tools menu (click the Tools button to open the Tools menu) will open the Customer Codes form that is used to store identifier codes for the selected customer.
The Types button will open the Customer Type form where you can display all the customer types selected for the current Customer. You can add, edit or delete customer types in this form.
The History button shows the customer's, sales and item history.
The Close button will close the Customer form.
Press F1 or click F1-Help button in the Status bar for help on how to use the Customer form
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