Reference: Customer Organization Tab

From PlantX.net

This reference details the properties and options available from the Customer Organization Tab from the Customer Reference.

Properties

Name

Name of the customer.

Number

A unique number used to identify the customer. The system automatically assigns the next available unique number. This number can be changed to something meaningful. PlantX.net does not rely on the use of account numbers. This field is completely optional, since locating an account by name is quicker and easier.

Sales Rep

The Sales Rep assigned to a customer account is used as the default when creating new orders. Each order carries the Sales Rep who gets credit for the sale and this is the default value that can be overridden. The Sales Rep can also be used to sort and filter customer reports.

Start Date

This date should reflect the date the company became a customer.

NOTE: The following fields are calculated by using Account | Update All Account Statistics.

Avg Days To Pay

Shows the average number of days that lapse between invoice and payment.

Note: Requires that payments be entered into PlantX.net.

Last Payment

Shows the date of the last payment entered on the account.

Last Invoice

Shows the date of the last invoice created on the account.

Average Volume

Shows the average invoice amount.

Sales YTD (Year to Date)

Shows the total amount invoiced this calendar year.

Stats As Of

The last date these account statistics were calculated.

Options

• Use the Account | Update All Account Statistics to update account statistics for all accounts.
• Click Apply to commit any changes made or Revert to restore previous values.