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Fastbase Accounting System - Online Manual

Add or Maintain a Customer

Document 100620/1

Entered Thu, 20 Sep 2001 12:54 by Peter Campbell
Updated Fri, 9 Jan 2009 14:50

Go to Maintenance -> Customer Maintenance

There are different ways of bringing up a customer to be enquired upon. The customer number and the customer name are the easiest to use. Customers can be searched for, based on:
Customer number, Customer name, Keyword search, Address search, Phone number search, Customer type or Salesperson.

The search function has been designed in such a way that when a user enters a part of a number or text in the relevant above mentioned fields, customers that contain those numbers or text will be displayed. The user can then select the customer if displayed or try another search option.

If this is the first time you are entering customers you will need to ensure some tables have been set-up in FastBase before starting. They are:

Branches - these must be defined (see Utilities - Branches) for each main reporting location, eg, Auckland, Wellington, Christchurch.

Types - these are necessary to define customers for reporting and processing. The type is typically used to define the first level of classification for customers. See Utilities - Types for more details.

Salespeople - the salespeople must be defined first. It is recommended that you create a generic salesperson code also. See Utilities - Codes for more details.

Additional tables can be created at a later stage. If unsure leave them out for now. These include Area codes (for more specific geographic region reporting), Call Cyclyes (for sales follow-up) and Marketing Codes (for sales and marketing selections).

Adding a New Customer

Go to Maintenance -> Customer Maintenance then click on the "New Customer" button.

Customer Details
Customer Account Details
Customer Credit Control Details
Customer Preferences
Customer Web Site Details

Customer Delivery Addresses
Customer Balances
Customer Discounts
Customer Notes and Alerts
Customer Sales History
Customer Orders
Customer Quotes
Customer Transactions
Customer Frequent Products
Customer Price Book

Deleting A Customer

See Deleting Accounts for details.

Online documentation: enter keywords to search for: