• clientMaster

Client Master

Usage

Client master is used to store information about your clients.

Try and complete as much information on your Clients as possible.

Where to Find it

• Menu Path : Sales -> Client Master -> Create Client Master

• Navigation Shortcut : CM01 / CM02 / CM03

Field Descriptions

• Client Number - A unique client number is generated by the system.

• Client Type - Client Type allow you to group clients. If setup it can provide extra fields you need to fill in for a client, e.g Spouse Name.

• Currency - The client account balance will be carried in this Currency .

• Client Language - Specifying the clients language allows you to communicate with the client in there preferred language.

• Grading - Grade your clients. If the grading 5(Worst) you'll be notified of this on Sales Order creation.

• Tax Code - Some clients might no be liable for tax , or have different tax rates.

• Search Field 1-6 - Search fields allow you to store extra information on clients. The name of these fields can be changed by a Consultant to represent your business more accurately.

• Debtor Account - This is the GL Account where the clients balance will be accumulated.

• Debit Limit - If you exceed this limit , orders will be blocked. If no value is entered , no limit exist.

Example

We will create a client record for a Company that will receive communication on Invoices from us via SMS and receive statements via e-mail.

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