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4.3. Customer Maintenance Screen

The Customer Maintenance screen that is displayed when you Create/Maintain Customers in the database.

Here is a list of the fields and information about them.

Customer#: - Customer number assigned to the customer.

Customer Name: - The name of the Customer

Address: - The address of the Customer.  This is formatted as Name, Address 1, Address 2, City, State/Province, Zip/Postal Code, Country.

You can also change this so that the layout is Address1, 2, 3, and 4.  This is for usage outside the US.  This can be changed in the Setup Options of the program on the Main screen.

Contact: - Contact Name of the Customer

Phone: - Phone number of Customer.

Fax: - Fax number of Customer

 

Cell: - Cell number of Customer

Email: - Email address of Customer.

Web: - Web Site address of Customer.

Terms: - Terms - This is a lookup field that will look up data that resides in the Terms file.

Taxable: - Taxable checkbox.  If this Customer is taxable then check this box.

Tax Rate: Tax rate percentage.  This will allow you to enter the tax rate - such as 0.07 for seven percent tax.

Salesman: - Salesman name assigned to Customer

Here are some of the options you are presented with on this screen.

There are buttons that allow you to perform different options.  Here is a list and definition of those options.

New:

This button when pressed, will create a new Customer record.

Close:

This button when pressed, will Close this screen and return you to the Main screen.

Menu Options:

The menu that is displayed on this screen allows you to select different options to process.  Below is a list of all the options available along with their meanings/functions.

File:

Close

Edit:

New - Create a New Customer record

Delete - Delete the Selected Customer record

Help:

Help - This will display the programs Help file.

About - This option will display the About screen.  This screen will display the version number of the program.