ii. Editing Customer Details

EDITING CUSTOMER DETAILS

To edit customer details,click on the drop down arrow just after the customer code,and then select the option Edit Customer.

We can now modify the information of the customer (see field definition) and after making the changes, just click on Save and Close.

Basic Information Field Definitions

Telephone: Mandatory: Holds the customer main telephone number (Characters up to 40). This doesn’t have to be unique, although it is recommended.
CustomerCode: Mandatory: Holds the customer code. (Characters up to 20). Each code must me unique.
CustomerName: Mandatory: Holds a customer name (usually the business name) Characters up to 100.
Address: Optional: Holds the customer address (Street number, name, type, unit number). Characters up to 70
City: Optional: Holds the customer city. Characters up to 100
StateProv: Optional: Holds the customer state (if US location) or province (if Canada location). Characters up to 4
PostalZip: Optional: Holds the customer zip code (if US location) or postal code (if Canada location). Characters up to 10
EMAIL: Optional: Holds the customer email address. Works in key with the field zzz to give the customer access to several Prism apps (Prism for iPad and Prism website) Characters up to 50
Password: Holds the customer password that works in key with the email for access to several Prism programs such as he customer login on the iPad app and the customer login on the online shopping website. Characters up to 9
WEB: Optional: Holds the customer website URL. Characters up to 50
Fax: Optional: Holds the customer fax number. Characters up to 12
Cell: Optional: Holds the customer cell number. Characters up to 12
BilltoPhone: Optional: This is actually the customer code of the BILL TO if the customer is part of a Bill To Ship to setting. For example if a company has a head office in Toronto and 3 ship to stores then PRISM will require 4 customers where the BILL TO is a customer and the shipe to’s are also customers but in their case the BILL TO code would be inserted in this field. Characters up to 20
HeadOfficeName: Optional: As per explanation above this is the name of the Head Office (Optional) Characters up to 50
+PaymentTerms +: Optional: Terms of payment assigned to this customers Characters up to 20
RepCode: Optional: Holds the code of the rep (sales person) who represents the customer. Characters up to 30
Contact1: Optional: Holds the name of the main contact person for the customer. Characters up to 20
Contact2: Optional: Holds the name of the secondary contact person for the customer. Characters up to 20
Notes: Optional: Holds any customer comments that will be displayed on the Customer Details screen of all Prism products. Characters up to 50
Num1: Optional: Holds the tax rate that applies to the customer for the first tax type (e.g. 15, 10, etc.). Integer numbers NO decimals
Num2: Optional: Holds the tax rate that applies to the customer for the second tax type (e.g. 15, 10, etc.). Integer numbers NO decimals
BVWh: Optional: Warehouse attached to that customer in BV Characters up to 3

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