Customer Master

Documentation

Table of Contents



Company?

Toggle on or off. Toggle on if the customer is a company.

Name

The name of the company.

Last Name

The customer's surname.

First Name

The customer's given name.

Number

Enter a number that can be used to identify a customer.

Type

Select a customer type as defined in the customer type master screen. Selecting a customer type will populate the customer master screen with the default information for that type.

Address


Add

Add a new customer address. When you click on the add button the "Add Address" screen will be displayed.



Edit

Edit an existing customer address.

Delete

Delete an existing customer address.

Control


Controls specific to this customer.

Transactions


This section is used to define the types of transactions that can be created for this customer.

Points


This section is used to view and adjust customer loyalty points. At the point of sale the customer can use these loyalty points to purchase loyalty discounts. For a complete understanding of loyalty points see the Quasar User's Guide.

References


A reference entered here is a required reference that must be entered for customer invoices, customer payments and customer withdraws for this customer. For example, a customer may request that a purchase order number be entered on every receipt.

Alerts


An alert entered here provides a notice to the sales clerk/cashier. For example, you may wish to alert staff not to take cheques from this customer.

Notes


Record any notes about the customer.

Inactive?

Toggle on or off. Toggle on if the customer is no longer active. Quasar Accounting will not allow customers with a receivable balance to be set to inactive. Toggle off to make the customer active again.

Action Icons



- Select the "Save" icon to save the changes to the customer record.

- Select the "Undo" icon to remove any unsaved changes and display the original customer record.

- Select the "New" icon to create a new customer. If the open customer record has not yet been saved, you will be prompted to save it.

- Select the "Delete" icon to delete the customer record.

- Select the "Copy" icon to copy the contents of the customer record to an alternate customer record.

- Select the "Groups" icon to define the groups that the customer will be linked to.

- Select the "OK" icon to file the record.

- Select the "Cancel" icon to cancel the changes to the record.