Vendors-Customers
Vendors/Customers Menu
Print Vendors
Click on the report is generated with vendor No and Name,
Vendor Type, Contact person, Phone & Fax no
Print Customers
Click on , the report is generated with Customer No and Name, contact person,
Phone No and Fax No.
Print Part Numbers
Click on , the report is generated with customer no, Part Number and Description, Price.
Print Part Number for a Customer
Click on , the below window for selection of the customer is displayed.
By Vendor Type
Print Customer Price List
On Click of , the report is generated with the customer’s name and number,
with part description, effective date and expiry date and price.
Print How Customer's Receive Bid List
The report is generated on click of the report details customer no,
customer name, phone no & fax no and mode of information sent to the customer.
Print Mailing Label
The report parameter for generating the Mailing label of customers.
chose the option to print only active customer or inactive customer or all the customer,
based on the selection chosen from the above dialog box,
the window will pop up for action either to print customers or vendors or ALL
The report will list the address of the customer or vendors as per the option chosen.
in the format already chosen.
Print Customer Forecast
On click of the report is generated with customer name, product,
6 months forecast and 1 year Forecast
Print ALL Bill - To's
On click of .the report is generated with vendor name, address city, state, Zip code, Phone no and Fax no.
Print ALL Ship - To's
On click of the report is generated with vendor name, address city, state, Zip code, Phone no and Fax no.
Print ALL Remit - To's
On click of the report is generated with vendor name, address city, state, Zip code, Phone no and Fax no.
Print who receives a 1099
On click of the report is generated with vendor name, 1099 type (Listed Below for reference)
address city, state, Zip code. Phone no and Fax no.
Supply 1099
Send Pricing Sheet
The Price sheet report to be generated and the same is attached in the mail.
to the Customer to check and refer for future reference.
Customers By Sales Person
On Click of the report is generated with customer No, customer name,
Phone No and Fax no attached against each salesperson of the company.
Customers on Credit Hold
On click of the report is generated with list of customers put on credit hold.
This may be due to default in payment of invoice within the due date or exceeding credit limit or if identified as a bad risk.
Related Articles
Vendors-Customers 01-23
Accounts Receivable mail configurations. Customers prefer to receive mail of invoices and statement separately, to ease the process of making payments automated. Field AR Statement can be filled for exclusivity as highlighted. The AR Statement can be ...Vendors-Customers Maintenance
Module Defaults The configuration for both Vendors/Customers are maintained by entering values in the field. or by choosing the values from the list down or by enabling the check box against the field which is part of the vendor/customer screen or ...Customers
Active The browse window lists all active tags of a customer inventory received for storage and for processing. Any fresh material received from the customer can be accounted in the system by click on add to create a customer inventory tag. The tag ...Vendors-Customers Pricing
Special Pricing Matrix to the Customer Click to open the pricing matrix of the customer, the basic pricing for storage charges are maintained in the initial config window for master, pup, and skid coil, on the right side of the window misc. settings ...Vendors-Customers-Oher Topics
Special Buttons (Features) FG Tags: On click of the button the browse window will display all active tags of the vendor, for easy reference instead of navigating to the inventory screen. Forms: The default configurations are setup for printing on ...