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The Customer section of Inform is designed to manage your individual customer information. Click on any section to the left for more information. Each customer has their own Customer Number and Master record; the Master record documents details about the customer from accounting and credit information, to shipping addresses and individual contact information.
The Category, Terms, Tax, Salesman, Source, and Territory fields allow you to create new options for these fields where they apply; you can then assign them to customers in their master files.
You can also apply changes to a selected group of customers using the Mass Change option at the bottom of the menu. For example, you may want to select all customers currently being shipped to via UPS and change them to your own trucks. To learn more about making mass changes, click the Mass Change option to the left.
For more detailed customer accounting, see the Customer Ledger in the Accounts Receivable section of the system. This will provide you with access to complete accounting activities data pertaining to each of your customers. |
Common Functions |