Tab 1 - General Customer Information
This tab contains all of the common information about this customer.
Customer Number: The Customer Number is a Key Number which you assign to each individual Customer. This Number can be any number between 1 and 999999, however it must be unique for each Customer.
Customer Name: The Name entered in this field will be used as the Customer's Name on the Mailing Address for the Monthly Storage Invoice. So enter the information in this field exactly as you wish the Mailing Address to be printed. Remember, the Alphabetical order for the Search Windows and Printed listings is determined by the Sort-Locator field and not the Customer Name Field.
Sort-Locator: The Sort-Locator field determines how the Customer File will be sorted for Search Windows and Reports. For example, the Sort-Locator for Richmond Mining Company would be "Richmond Mining Company" since we want this to be sorted with the "R's". However, the Sort-Locator for Virginia Wolf would be "Wolf, Virginia" since we want this to be sorted with the "W's".
[ Reverse Name ] Press this button to automatically reverse the name in the Sort-Locator field. For instance, Virginia Wolf will be reversed to Wolf, Virginia.
Address: Enter the Customer's Mailing Address in these fields. This address will be used for the Monthly Storage Invoice.
Zip Code: Enter the appropriate U.S. or Canadian zip code in one of the following formats:
U. S. Zip Code: 12345 (5 digits), 123456789 (9 digits without dash), or 12345-6789 (9 digits with dash)
Canadian Zip Code: A1B 2C3 (6 Characters with space) or A1B2C3 (6 Characters without space)
Then press the Tab Key or {?} button to the right of this field to activate the corresponding U.S. (ZIPCODE.TPS) or Canadian (ZIPCAN.TPS) zip code lookup file. If you have entered a valid U.S. zip code, then the City, State, and County combinations which share this zip code will be displayed on the screen. If you have entered a valid Canadian zip code, then the City, Province, and County combinations that share this zip code will be displayed on the screen. If you select one of these combinations, then the City, State (Province), and County (if applicable) fields will automatically be filled in for you. This saves typing time and ensures accuracy in the spelling of the City, State (Province), and County. NOTE: If you enter an invalid zip code format, then a window will appear that will explain the valid formats that are recognized by our system.
City: Enter the appropriate City for this customer.
State: Enter the appropriate State or Province for this customer.
Primary Contact: Enter in this field the primary contact person for this Customer. Additional contacts can be entered on Tab 3 - Extra Phones.
Phone Number: Enter the phone number for the Primary Contact. Additional phone numbers can be entered on Tab 3 - Extra Phones.
Reference: The Customer Reference Number is an information field for any number which the customer may wish to have on the invoice to reference the billing. It can be used for his purchase order number, etc.
Storage Type, Anniversary Month: The invoicing for storage and misc Storage charges is done on a consolidated invoice which can be prepared per the instructions contained in these two fields.
Storage Type: The Storage Invoices can be printed on a Monthly, Quarterly, Semi-Annual or Annual basis. Select the Storage Type by entering the first letter of the Type or by pressing the drop box down arrow and highlighting the selection.
Anniversary Month: Monthly Storage will print an invoice every month and does not need any Anniversary Month. Quarterly billing will only produce an invoice on the related quarterly anniversary of the month entered here. So, an anniversary month of 1 will cause invoices to be produced in months 1, 4, 7 and 10; an anniversary month of 2 will produce invoices in months 2, 5, 8 and 11, etc. The same applies for Semi-Annual and Annual billing.
Account Begins: This field is an information field which identifies the original date this company became your Customer.
IBS Customer: This is the Customer Number in the IBS Accounting System. If you are using this Accounting System, then this is the Customer Number to which this revenue is to be posted in IBS. It reads the IBS A/R Customer File. Press the [?] button to view the IBS A/R Customer File.
Minimum Charge: This is the bare minimum monthly charge which this customer can be charged for storage. It will only be used if the calculated storage charge for the month is less than this amount.
Discount Percentage: Enter the amount of discount that you extend to this customer, if any. A discount of 25% would be entered as 25.00. Each billing line on their monthly invoice will be reduced by this amount.
Unique Customer ID: Check this box to force the Customer Container ID field in the Container File to be a Unique Number. This will prevent you from entering the same Customer Container ID number twice for this customer. The Customer Container ID number will then also become a mandatory field. Uncheck this box to allow for no Customer Container ID's or if you do not care if there are duplicate ones.
Right Justify ID: Check this box if the Customer Container ID's are numeric and you wish to have them sorted in numeric order. The Customer Container ID number field is Alpha-Numeric and will be sorted accordingly. To force this to sort in Numeric order, the number must be shifted to the right portion of the field. Checking this box will do just that. If the customer uses Alpha-Numeric ID Numbers, then un-check this box.
NOTE - Do not change this justification flag once this justification has been set. If you do, any newly entered or edited container will represent the new justification, but the un-edited containers will still have the old justification. If you really must change this justification, then you must edit each container for this customer to re-set the Customer Container ID field to have the proper justification.
[ Help ] Press this button (if available) or the F1 key to view the Help text for this window.
