Customer Maintenance is used to create and maintain customer records.

The following functions are available:

1. The list of customers shown to the user is based on Customer Access Security .
2. Maintain Customer Profile
3. Invoice List
4. Payments
5. Returns List
6. Invoice Templates
7. Fleet Management
8. Child Customers  

1. Add a New Record
2. Enter the following details:
   

   Field	Description
   General
   Code	Enter a code which can be a set of alphanumeric values to uniquely identify each customer. Enable the configuration "Allow users to assign new customer number". Set the value as "Y". If the above configuration is No (N), then the customer number will be system generated based on the "Next Customer Number".
   Name	Enter the full name of the customer
   Contact First Name	Enter the first name of the contact person
   Contact Surname	Enter the last name of the contact person
   Street No	Enter address Street No
   Street Name	Enter address Street Name
   City/Suburb	Enter address City or Suburb
   State	Enter address State or territory
   Postcode	Enter address Postcode
   Country	Enter address Country
   Home Phone	Enter Home Phone
   Business Phone	Enter Business Phone
   Mobile Phone	Enter Mobile Phone
   Tax File Number	Enter the "Tax Identification Number" of the customer
   Email	Enter the email address of the customer.Users can enter multiple email addresses separated by a semicolon (;).
   Customer Type	Select the Customer Type
   Category	Select the category. Category is maintained in menu: "Dropdown -> Customer -> Category"
   Group	Select the group. Group is maintained in menu: "Dropdown -> Customer -> Group"
   Pricing
   Credit Limit	Credit Limit is the maximum amount of credit sales allowed for a customer. For example, customer with credit limit as 200 can have total credit sales less than or equal to $200.
   Rollover Type	Select the frequency at which the credit limit will rollover. For example, if the credit limit over type is "Monthly". January Limit is $200. Customer processes a credit sale of $40. Credit Balance is $160. In February, the limit will be updated to $200.
   Preferred Payment Method	Select the payment preference of the customer
   Enable Price Level	"Enable Price Level" if enabled will use "Priority 1, Price Levels" from the price structure  for the customer.
   Price Level	Select the "Price Level" to use for the customer.
   Enable Price Class	"Enable Price Class" if enabled will allow the users to set a price class for the customer.
   Price Code	Select the Price Class
   Loyalty
   Loyalty Customer	Tick the "Loyalty Customer" if the customer is a loyalty customer.
   Loyalty Category	Select the loyalty category for the customer.
   Insurance and Security
   Insurer	Select if the customer is part of an insurer. Prescription medicines will be charged to the insurer.
   Policy No	Enter the policy number for the insurance.
   Reference	This is an open text field, users can enter desired content
   Security Card ID	Enter Customer's unique security ID. For example, a security ID for a customer can be 111122223333. Enter the ID with the identifier combination to automatically select the customer in the POS screen (this combination is used for printing on the customer loyalty card). The Identifier is LOY, then use LOY111122223333LOY, this selects the customer with a security ID 111122223333 and loads the customer name in the Customer Field and populates the address in the Delivery Button
   Primary User	Select the primary user for the customer record. Used by Customer Access Security
   Organisation	Select the organisation for the customer. Used by Customer Access Security
   Notes	This is an open text field, users can enter desired content

Addtional Fields

Field Name	Description	Value
LoyaltyNumber	Loyalty Number. This number is exported in "Sales Loyalty" file.
ShowAvailableCredit	Show Available Credit on sales docket. Use this flag to show/hide available credit in receipt.	Y / N

1. Loyalty Number
2. Show Available Credit on sales docket

Figure 1: Customer Maintenance