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Fastbase Accounting System - Online Manual

Customer Details

Document 103051/1

Entered Tue, 1 Apr 2003 14:24 by Peter Campbell
Updated Wed, 31 Aug 2005 15:08
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Customer Number:
This field should default to the next available number (unless you have manual or alpha-numeric numbering). Consult your FastBase support staff for details.

Name/Address:
Most fields are self explanatory and should be entered as they are described.

Details

Branch/Type/Salesperson:
Enter the code to represent the customer, press F1 (or click) to select from the drop down list of options. Note: a value must be entered into these fields. This is a requirement to ensure that all reports print consistently with correct headings and groupings.

Sort Sequence:
This field defaults from the customer name, override it if required. When sorting customers by name this field is used rather than the name field. If a customer is called "The Bike Shop" and users refer to it as "Bike Shop" then change the sort sequence.

Additional Information

There is the facility to enter a lot more information, consult the extra "Customer" pages for more information about each tab page. See Add or Maintain a Customer for more information which can be entered once a customer has been loaded.

Saving the Customer

When all information has been entered you can click on the "Save" button at the bottom of the screen. If any information is invalid or missing then you will be prompted to enter this.