The Customers list is used to view, add and edit Customers.
Use Previous and Next arrow buttons to scroll through the list one item at a time or click a Customer on the list to view the information.
The Reset button returns the original values to the selected Customer. If creating a new Customer, then the values will be blank.
Along with the basic Customer data (Name, Company Name and subset level), Customer information is separated into three tabs: General Information, Address Information, and Contact Information.
The following information is available when creating Customers.
Customer Data
|
Information to enter |
What's its used for |
|
Customer |
A unique name or number that identifies the Customer in drop-down boxes and lists. |
|
Company Name (optional) |
Displays the Customers' Company Name on various reports |
|
Subset of |
Checkmarking the box enables the dropdown list of all other Customers to make the current Customer a sub of the Customer in the dropdown list. |
General Information
|
Information to enter |
What's its used for |
|
Price Level |
The price of Items assigned to the Customer (e.g. Retail, Wholesale, etc.) |
|
Credit Limit |
Credit amount allocated to the Customer. |
|
Opening Balance |
Customer's opening balance amount. |
|
Opening Balance Date |
Date the opening balance was entered. |
|
Shipping Method |
Default shipping method. |
|
Terms |
Default terms |
|
Sales Rep |
Sales representative assigned to the Customer. |
|
Sales Tax Code |
Sales tax applied |
|
Item Sales Tax |
Applicable sales tax |
Address Information
Each Customer can have a Billing Address and a different Shipping Address. For those Customers who use the same address, NumberCruncher makes it easy copy the Billing Address to the Shipping Address by clicking the "Copy Billing Address" button.
|
Information to enter |
What's its used for |
|
Address 1, 2, 3 (Optional) |
Enter the Customer Address |
|
City (Optional) |
Enter the Customer City |
|
State (Optional) |
Enter the Customer State |
|
Zip (Optional) |
Enter the Customer Zip |
|
Country (Optional) |
Enter the Customer Country |
Contact Information
|
Information to enter |
What's its used for |
|
Contact (Optional) |
Enter the Customer Contact |
|
Phone (Optional) |
Enter the Contact Phone |
|
Fax (Optional) |
Enter the Customer Fax |
|
Email (Optional) |
Enter the Customer Email |
NumberCruncher stores additional data fields than QuickBooks. NumberCruncher data fields can be maintained by NumberCruncher but QuickBooks fields must be maintained in QuickBooks. The fields that are not editable within NumberCruncher are disabled.