Customer Detail

Use the Customer Detail function to set up and maintain customers associated with a company. A new customer account can be set up as an open invoice or a balance forward account. For open invoice accounts, detail is kept on invoices and payments are applied to specific invoices. For balance forward accounts, detail is kept on invoices for the current month and payments are applied to the total balance.

The information on the General and the Default tabs is the same information as on the comparable tabs in the Customers screen of the desktop version of Traverse.

To add a customer:

Select a Company ID for which you want to add a customer in the left navigation pane.

    On the General tab:

  1. Use the New icon in the header to open a blank record.
  2. Enter an ID for the customer you are creating in the Customer ID field above the toolbar.
  3. Enter the customer name in the Name field.
  4. Enter a name in the Attention field, as necessary.
  5. Enter the customer's address information in the appropriate Address, City, Region, Country, and Postal Code fields.
  6. Enter the international calling prefix for the customer in the International Prefix field.
  7. Enter the customer's contact name in the Contact field.
  8. Select the customer's Status from the drop-down list.
  9. If applicable, select a Bill-To ID from the drop-down list.
  10. If applicable, select a Currency ID.
  11. Enter Phone and Fax numbers in the appropriate fields as applicable.
  12. Enter an email address for the customer in the Email field.
  13. Enter the customer's website address in the Internet field, if applicable.
  14. Enter a territory ID for the customer in the Territory ID field, as applicable.
  15. Enter the customer's Ship Zone, as applicable.

    16. On the Defaults tab:

  16. Enter a Group Code, if applicable.
  17. Select a Terms Code for the customer from the drop-down list.
  18. Select a Dist Code for the customer from the drop-down list.
  19. Select a Tax Group ID for the customer from the drop-down list.
  20. If the customer claims exemption of tax on purchased goods, enter the customer's Exempt ID.
  21. Select a default Payment Method ID for the customer from the drop-down list.
  22. Enter a Credit Limit for the customer, if applicable.
  23. Select a Class Code, as applicable, for the customer from the drop-down list.
  24. Select an Account Type to assign to the customer:
    • Open Invoice - Assign an open invoice account to the customer.
    • Balance Forward - Assign a balance forward account to the customer.
  25. From the Stmts/Invoices drop-down list, select the information to send to the customer:
    • None - No information sent to the customer.
    • Statement Only - Only send the statement to the customer.
    • Invoice Only - Only send the invoice to the customer.
    • Both - Send both the statement and invoice to the customer.
  26. Select the customer's sales rep(s) from the appropriate Sales Rep ID 1/2 field from the drop-down list.
  27. Use the Rep Pct Invoice fields to enter the default percentage of invoices for the sales reps.

    28. Note: Each representative can receive as much as 100% of a sale.

  28. Select a Price ID to be assigned to the customer.
  29. Select a Customer Level for the customer, if available.
  30. If the customer pays tax on purchased goods, mark the Taxable check box.
  31. Mark the Finance Charge check box to apply a finance charge to the customer four outstanding balances.
  32. Mark the Partial Ship check box to confirm the customer accepts partial shipments.
  33. Mark the Credit Hold check box to place the customer on credit hold, or leave it blank.
  34. Mark the Allowed to Charge check box to select whether to require a payment to be entered for the customer in Point of Sale. (Applicable only if you have the Point of Sale application installed, and you interface Accounts Receivable with Point of Sale.)
  35. Mark the Require PO Number if the customer's PO number is required on sales orders.
  36. Use the command buttons to:
    37. Click To
    Save Save the customer.
    Delete Delete the current customer.
    Refresh Reload the web page.
    New Create a new customer.

To edit a customer:

  1. Select the customer you want to edit from the Customer ID field in the left navigation bar.
  2. Make any changes.
  3. Use the command buttons to:
    4. Click To
    Save Save the customer.
    Delete Delete the current customer.
    Refresh Reload the web page.
    New Create a new customer.

To delete a customer:

  1. Select the customer you want to delete from the Customer ID field in the left navigation bar.
  2. Use the Delete icon to delete the selected customer.

Back to top of page