Customer Ribbon Menu
Contents
The Customer ribbon menu has five sections; Customer File, Sales Transactions, A/R Transactions, Customer Reports and Customer Utilities. The purpose of this chapter is to provide a detailed overview of the new ribbon menu structure and the options found on the Customer ribbon menu.
Customer File Section
The first section in the Customer ribbon is Customer File. Here you will find the features that support adding and maintaining each customer's information into the system. The next sections will cover Maps Keywords, Customer File Maintenance, the Contact Manager, and Comment Maintenance. |
|
Maps Keywords
What is a Keyword?
A keyword is any word or short phrase that describes a website topic, page, business or a map location.
Use this tool to create and maintain a database of key words or phrases for finding customer locations using the Google Maps tool.
Use the Add, Edit and Delete buttons to maintain your customer keywords database.
Payment Terms Maintenance Utility
The Payment Terms Maintenance Utility allows you to manage existing payment terms and define new payment terms for your entrée system.
•The utility will load all the payment terms already used in the system so you can manage them.
|
|
•Use the Add, Edit or Delete buttons to manage your company Payment Terms in this utility.
•Edit or Add payment terms in the text box and click OK to save.
|
|
•Delete: An Error message will display if you try to delete any payment terms from the list if they are still in use for a customer or on an invoice. |
|
Payment Terms Menus
Invoice All payment terms defined in the utility will be available in Invoicing via the Billing Detail option.
The Payment Terms menu in Edit Invoice Billing Detail allows you to assign terms as needed per invoice.
|
|
Customer The utility also populates the Payment Terms menu in the Account Information section and in the Customer File > Customer Tab > Account Information sub-tab. |
|
Security Access
You can control access to the Payment Terms Maintenance Utility via the Security Manager Settings for each entrée User Account.
If a user account is not authorized for access, the option must be unchecked in the Security Manager.
They can only select from the values in the drop down menu and not add terms values.
If a user has security for Terms they will be prompted to perform the add when entering a new payment term value that is not already in the Terms list. |
|
Security Miscellaneous option #113 Allow editing of Payment Terms in Customer Maintenance: When this option is unchecked for a user account it will disable the Payment Terms menu in the Customer Tab Account Information sub-tab locking the user out. If a user has problems using this Payment Terms menu check the Security Manager Settings Customer list on their user account to see if Terms is checked.