Adding and maintaining customers

Customers (CUS) is used to enter and maintain all of the information relating to an organization to which you supply goods or services.

A customer is linked to a debtor/receivables or client account in the Financials ledger. This account holds all of the financial postings for the customer. When you add a new customer you can create the associated debtor/receivables account at the same time by entering all of the chart of account details. Alternatively, if you have already created the account, you can reference this account code to display the ledger account details.

Uwaga:  It is important that this link between the customer and the Financials debtor/receivables or client account is established.

A large amount of information can be held for a customer and these details are often divided into a series of logical tabs on the form (depending on the form design). Some of the details are only required if you are using the appropriate SunSystems facility, for example the Order Entry details are only required if you are using SunSystems Order Fulfilment.

Linking Customers to Addresses, Contacts and Other Reference Details

A customer record can reference many different static data details, many of which must have been predefined. For example, address codes, bank details and contacts. These details are referenced in different ways, depending on whether one or more items can be referenced.

Uwaga: Before you add a new customer you should ensure that addresses, payment terms, bank details, currency code, salesperson, and sales definition code have been defined, if required.

Customer Form (CUS)

The Customers form consists of 12 tabs:

  • Header Information
  • General
  • Account
  • Payment
  • Currency
  • Order Entry
  • Credit Control
  • Tax Id Details
  • Customer Analysis
  • Account Analysis
  • Transaction Analysis
  • Miscellaneous