Setting Up Service

Service

Setting Up The Service Module

The first step in setting up your service module is to enter your customers. In the Service module, you can access the CUSTOMER INFORMATION window from the SERVICE MENU GUIDE by selecting the CUSTOMERS navigation button. You can also access the window from the Setup Guide by choosing Customers.

Setting Up Your Customers

Entering your customer information is very much like entering your supplier information and the same rule applies; you must fill in the customer number (or code - it does not need to be numeric) field in order for the database module to function properly.

In addition to the basic information about your customers such as name, address, and phone numbers, you can also set the terms of sale and credit limits for your customers from this screen.

Instructions For Setting Up Customer Information:

1. You must assign a customer number for each customer listed.
2. Enter the customer information.
3. The TERMS field is to set your Terms of Sale with your customer. If you choose to use this field, the terms will be displayed automatically on your Packing Slips and your Invoices.
4. You can set your customer's credit limit in the CREDIT LIMIT field.
5. The BILLING ADDRESS field is used to set up alternative billing address that your customer may utilize. Enter the information just as you would do with a normal customer. Then check the BILLING checkbox. This will allow you to select the billing address when it comes time to invoice your customer.
6. Click on the NEW CUSTOMER button to create a new customer record.

Once you have entered this basic information about your customer, you can go on to fill in additional information. By clicking on the View Contact Information, you can set up contact information for your customers. How much information you wish to add is optional. We added this feature for repeat customers to aid you in dealing with your customer. All that is required is the Customer Name and Address details for the database to function.

Accounts Payable department is the default for the second contact. This individual will most likely be the primary contact person when dealing with collection activities. While the first contact remains optional, you may want to enter your customer's Purchasing Agent as the first contact. The two remaining contacts are optional.

Instructions For Setting Up Customer Contact Information

1. In the first contact section, enter the contact information of your choice. While this field is optional, we recommend entering the customer's Purchasing Agent as the first contact.
2. Enter the customer contact for Accounts Payable as the second contact. This contact is not optional because the name will appear in the form letters used in your Accounts Receivables and Collections sections of the Service module. As an alternative, you can leave this contact blank and no name will appear in the letters.
3. Optional: Enter additional contact information in the following two windows.

And that’s it! Your data is all entered and you are now ready to begin recording your customer orders.