TW- Customer Information
Texada Web Stand-Alone Menu -> TW - Customer
Information
The Customer Information file is the main storage location for
standard information about each customer.
The customer record fields include:
-
- CUSTOMER #
- When creating a new customer record in Add mode, accept the
number automatically assigned for this customer, or manually type
in a preferred customer number.
To review an existing Customer record in Change mode, enter the
desired customer number, or enter the first few characters of the
customer's name (Alpha Key) to list matches in the search/selection
pop-up, or use the search widow as outlined in Accounting Customer Search.
NAME
- Enter the customer's name as it should appear on customer
documents and other printed reports. Use up to 30 characters.
ALPHA KEY
- This field controls the filing of the Customer Names in
alphabetical order.
For example, if the customer's name was 'Arrow Construction
Company', enter ARROW as the alpha key.
If the customer's name was 'John Hamilton', enter HAMILTON as the
alpha key.
CONTACT NAME
- Enter an optional name of your contact person at the customer's
firm.
ADDRESS LINE 1
- Enter the address to which the customer should be billed.
If more space is required, use Address Line 2, but always
use Address Line 1 first.
ADDRESS LINE 2
- See Address Line 1.
CITY
- Enter the city for the customer's billing address or select one
from the City Search window, where the
Tax information for the city can also be viewed.
PROV/STATE
- Enter the province or state, to a maximum of 5 characters.
This is a free format field, but the Prov/State Search window is provided to view and
select from standard province and state codes that should be used
if your firm is using the Vertex or a third-party taxing
software.
POSTAL/ZIP
- Enter the postal code or zip code.
COUNTRY
- Enter the country code or select one from the drop-down
list.
This is an optional field.
PHONE #
- Enter the area code and primary telephone number up to 12
characters.
- ADDITIONAL PHONE NUMBERS
- Window to add any extra useful phone numbers as outlined in
Alternate Phone Numbers.
These additional telephone numbers are also used in the lookup
programs by Telephone#.
EXT #
- Enter the telephone extension number for the primary phone
number, if applicable.
FAX #
- Enter the Fax number to a maximum of 16 characters.
CONTACTS
- The TW - Contact Information window is
provided to enter or view contact information for this customer,
and to define the Contacts to receive emailed documents associated
by Site for this customer.
COMMENTS
- This single line free-form field is used for comments about the
customer.
In the Rental Management System, this comment line is displayed in
red at the bottom of the document header screen during
Contract/Invoice/W.O. entry. The Comment also appears in several
Customer Inquiries.
These comments do NOT print out, and your customers CANNOT see
them, unless your monitor screen is visible to them.
TAXES
- Texada SRM offers three separate tax process
options.
The prompts that are displayed for Customer Tax setup depend
on the tax processing method activated for your firm as outlined in
Tax Prompts by Taxing Method.
FILE ATTACHMENTS
- Multiple external documents or images can be associated with
this customer when setup in the File
Attachments window.
This field is disabled if there is no attachment directory
defined in Company Miscellaneous
Parameters.
Finished?
- Click ACCEPT to save the changes to this customer record, or
CANCEL to abort.
ACTIONS:
Additional actions provided by buttons on
the Customer Information screen include:
- Delete Customers:
It is not recommend to delete any customer records from your
system, since the information may be needed at some point.
However if the customer is a duplicate or is not required, the
customer record can be deleted.
The DELETE button is only active when the role
assigned to the operator in Operators has
permission to delete customers.
The role permission is setup in Security
Roles on the Security tab of Configure System Settings.
To delete an existing customer, click the DELETE
button before selecting the customer to be deleted, and proceed as
outlined in Delete A Single Customer.
This program ensures that the customer records are not active
within the software, before it deletes them.
-
Access Sites Associated with Customer:
Click the SITES button to view and update FL- Site
Information through FL- Site Search.
Topic Keyword: FARCF01 (6622)