Entering Additional Customer Information

Hot Key

Use to...

Misc Cust Info

Define additional information that determines how different parts of your system deal with this customer. The system uses information in these fields for sorting and reporting purposes.

Points Maint

Reward customers for purchasing a target dollar amount of a product.

Product Cert

Create a record of a customer's certified employees who can buy regulated products.

OE Prompts

Create custom prompts for customers.

Freight Data

Identify freight carriers with whom a customer has set up accounts for automatic billing.

Customer Groups

Create a report to group sales by customer group code. Define customer groups on the User-Defined Data screen.

Activity Triggers

Set activities to occur in response to customer- or vendor-related events.

Product Zones

Identify product zones from which the customer is allowed to buy products. If no product zones are defined, the customer has access to all products.

Commerce Fees $

Set fees paid to vendors when contracting with a buyer.

Alt Billing Addr

Enter a different billing address for a job or ship-to customer.

Valid PO #s

Create a list of parameters for validating purchase order numbers entered in Sales Order Entry for this customer.

Detail Lot Track

Set quality control inspection levels and quality product rankings that the customer requires for detail lot items purchased from you.

Split Commission %

Split the commission between salespersons working with a customer account.

Commission Ovrd

Change the commissions earned by the writer, inside salesperson, or outside salesperson for sales to this customer without affecting that person's overall commission plan.

Addl Keywords

Enter additional words for the system to use to search for this customer.

Reminder Notes

Enter reminder notes to display on one or more screens for a specific customer or vendor.

Reorder Pad Exc Prd

Give your customers additional product information by linking to other web sites.

Virtual Supplier

Define products, vendors, and branches for use with the Virtual Supplier companion product.

Staging Locations

Validate a final staging location for a customer.

Branch Overrides

Set override default settings for a customer or vendor at the branch or territory level.

A/R Summary

View a summary of the balances on a bill-to customer's accounts without having to call up each account separately.

Addl Address

Add more lines to a customer name or address if necessary.

Job Maintenance

Attach all sales orders for the customer to a specific master job bid.

Entity Relations

Displays a list of a bill-to customer's ship-to addresses. If you use this hot key from a ship-to only customer record, it displays the customer record of the bill-to address.

Vendor Hold List

Enter one or multiple vendor pay-tos from which this customer is not allowed to buy product without authorization. The system places the P/O on hold if the customer attempts to purchase items from this vendor through your company. To release a hold, you must be assigned the POE.ASL.RELEASE authorization key.