About the Customer Database
The Customer database stores information about your customers. Because the system is fully integrated, your customer database information is supplied automatically to other parts of the system. This information is used during order entry (O/E) and accounts receivable (A/R) for customer reference information, and for cumulative sales and A/R history.
Setting up your customer database involves:
Planning your customer naming strategy
Planning your customer pricing strategy
Planning your customer taxing strategy
Creating your customer information
Setting your customer parameters.
It is quick and easy to add customers in the Customer window with as few keystrokes as possible.
Note: Before creating your customer database, you should decide the use of customer names, pricing factors, and tax districts.
Customer Database features:
Customer Assigned Salespersons
Return to:
About Databases and Applications
See also: