Adding a new customer

To add a new customer,a lot of information need to be entered in the form. These are following :-

Basic information

Customer Name: Name of the customer

Customer ID / Code: A unique number is given to identify customer among all customers.

Customer Type: Type of customer that may be designer,dealer,architect etc.

Contact Name: Name of the person who represent organisation.

Referred By: Name of the person who referred customer

Contact information

All the information needed to contact a new customer comes in the contact information.

Bill-To-Address

The bill-to-address is the invoice address and the cardholders address if paying by card.

Suite / Unit - It is your address, if an apartment what number is it, a Suite the room number and a unit the name of it.

County - A political and administrative division of a state.

Shipping Address

Shipping address is the address (location) where product to be delivered.

Location Info

Parent Location - It is the nearest branch of company where customer buy the products. He may be customer to multiple branches or regular customer(generic).

Route Location - Route location is used to mention in which way the products should be sent to the customer.

Sales Info

Tax Exempt - Tax exempt status can provide complete relief from taxes, reduced rates, or tax on only a portion of items.

Examples include exemption of charitable organizations from property taxes and income taxes, veterans, and certain cross-border or multi-jurisdictional scenarios.

Sales tax - A sales tax is a consumption tax imposed by the government on the sale of goods and services.

Fulfillment Method - The process of fulfilling the delivery should be chosen whether customer picks up or need to be delivered to the customer.

Credit Controls

Credit Limit - Credit Limit is the maximum amount that a firm is willing to allow customer to buy products on credit.

Accounting Control

EIN Number - Taxpayer Identification Number (TIN) and Employer Identification Number (EIN) are defined as a nine-digit number that the IRS assigns to organizations.

The IRS uses the number to identify taxpayers who are required to file various business tax returns.