Customer

The Customer Tab shows the basic information about the customer.

Table 1: Field Descriptions for Customer Tab.

Fields Description

Customer Code
Customer Code is an unique ID to identify a customer. This can be user defined or system controlled. Refer to POS configuration for "Next customer Number" setup.

Name
Name is the name of the customer.

Email

User can enter the email address of the customers. Email address is used for emailing customer statements.Multiple email addresses can be added separated by a "Semicolon" example sera@linktechnologies.com.au;grace@linktechnologies.com.au.

Contact Surname/First name
Enter the names of the contact person for the customer.

Street No/Name
Enter the Street details.

City/Suburb

Enter the City or Suburb details.

State
Enter the State details.

Post Code
Enter the Post Code.

Home Phone
Enter the "Home" phone number.

Business Phone
Enter the "Business" phone number.

Mobile Phone
Enter the "Mobile" phone number.

Credit Limit
This field saves the credit limit for a customer. It is the amount upto which a customer can purchase goods on credit. A credit limit of zero means customer does not have any credit limit

Tax File Number
This field saves the Tax identification number for the customer.

Notes
Users can save notes about customers in this field.

Customer Balance
Customer Balance is system calculated. It computes the outstanding amount left for the customer to pay.

Amount Paid to Date
Amount Paid to Date is system calculated. This field shows the amount which has been paid by the customer.

Pref Payment Method
Select the payment option that the customer would like to use to make payments.

Customer Type This defines the type of the customer. For example, Active or Inactive customer. Customer Type is maintained in POS Web.

Start Date
Enter the date on which the customer was created.

Insurer
Insurer is applicable for clients using Prescription. For example , create customer "A" with customer type as "Insurance" , this will make customer "A" act as a Insurance Body. User can than tag customer "A" as the insurer for other customers.

Policy Number
Enter the insurance policy number for the customer.

Credit Rollover Type
This rolls over the credit limit for the customer. For example of the limit is set as 500 and rollover as Monthly. Customer will have a limit of 500 updated every month. Enable process "POS015" for the this functionality.

Figure 1: Customer Tab

Fields	Description
Customer Code	Customer Code is an unique ID to identify a customer. This can be user defined or system controlled. Refer to POS configuration for "Next customer Number" setup.
Name	Name is the name of the customer.
Email	User can enter the email address of the customers. Email address is used for emailing customer statements.Multiple email addresses can be added separated by a "Semicolon" example sera@linktechnologies.com.au;grace@linktechnologies.com.au.
Contact Surname/First name	Enter the names of the contact person for the customer.
Street No/Name	Enter the Street details.
City/Suburb	Enter the City or Suburb details.
State	Enter the State details.
Post Code	Enter the Post Code.
Home Phone	Enter the "Home" phone number.
Business Phone	Enter the "Business" phone number.
Mobile Phone	Enter the "Mobile" phone number.
Credit Limit	This field saves the credit limit for a customer. It is the amount upto which a customer can purchase goods on credit. A credit limit of zero means customer does not have any credit limit
Tax File Number	This field saves the Tax identification number for the customer.
Notes	Users can save notes about customers in this field.
Customer Balance	Customer Balance is system calculated. It computes the outstanding amount left for the customer to pay.
Amount Paid to Date	Amount Paid to Date is system calculated. This field shows the amount which has been paid by the customer.
Pref Payment Method	Select the payment option that the customer would like to use to make payments.
Customer Type	This defines the type of the customer. For example, Active or Inactive customer. Customer Type is maintained in POS Web.
Start Date	Enter the date on which the customer was created.
Insurer	Insurer is applicable for clients using Prescription. For example , create customer "A" with customer type as "Insurance" , this will make customer "A" act as a Insurance Body. User can than tag customer "A" as the insurer for other customers.
Policy Number	Enter the insurance policy number for the customer.
Credit Rollover Type	This rolls over the credit limit for the customer. For example of the limit is set as 500 and rollover as Monthly. Customer will have a limit of 500 updated every month. Enable process "POS015" for the this functionality.