Customer Setup

MoversSuite Administration > Accounting and Financial Services > Customer

 

Define customer records needed for accounting transaction generation when MoversSuite is not linked to Microsoft Dynamics GP. 

 

Customer records are needed for revenue generation and access to many other Revenue Entry functions.

 

The following table describes the fields available when managing this setup:

 

 

Field

Description

Customer Number

Enter the identification number of the customer (up to 15 characters).  Records are assigned to orders, transactions, and personnel by this value.

Customer Name

Enter the customer name (up to 65 characters).  Records are assigned to orders, transactions, and personnel by this value.

Customer Class

Enter the class that this customer is categorized under (up to 11 characters).

Contact Person

Provide a name of a contact for the customer (up to 61 characters).

Address Line 1

First line of the mailing or physical address for the customer (up 61 characters).

Address Line 2

Second line of the mailing or physical address for the customer (up 61 characters).

Address Line 3

Third line of the mailing or physical address for the customer (up 61 characters).

Country

Enter the city of the customer (up to 35 characters).

City

Enter the state of the customer (up to 29 characters).

State

Postal code for the mailing or physical address for the customer (up to 11 characters).

Postal Code

Enter the country of the customer (up to 61 characters).

Phone 1

Provide a phone number for the customer (up to 21 characters).

Phone 2

Provide a second phone number for the customer (up to 21 characters).

Inactive

Mark this flag if the customer record is unavailable to MoversSuite.

Date Created

This field displays the date that this record was created.

Date Last Modified

This field displays the date that the record was last modified.