Setting (Premier Edition) – Customer Maintenance

October 12th, 2011, Filed in User Manual - eStockCard v3 Premier

Customer Maintenance

A customer is refer to the current or potential user or buyer of products from an individual or organization.

To link the outgoing items or selling of items to the respective buyer, the customer code , customer name and address need to be set first in the eStockCard inventory management software.

Path: Settings > Customer

Customer Maintenance

The function of the button as follows:-

New – To create a New Customer List

Modify – To modify the current supplier info except for the Customer Code

Copy – To copy the current Customer details

Reuse – To use back the Customer Code which had been voided

Void – To void the unused Customer Code. But it will not delete the Customer from the eStockCard

Print – To print out the Customer list

Close – To close the Customer Maintenance screen


To create a New Customer Code:-

Step 1 Click on the New button

New Customer

Step 2 Enter the Customer Code, Customer Name,  Currency, Payment Term , Address , Contact Person and their contact number.

Step 3 For info: for the Currency column, if the currency conversion is yet to be set, it will prompt the user to e create the conversion rate at the Currency Convert screen instantly.

Step 4 The Shipping Address for the Customer to send the goods to can also be created under the Shipping Address tab

Shipping Address

Step 5 If the Shipping Address is the same as the Company profile address just tick on the box Same As Company  Address’. Otherwise, just enter the New Address and then click on the Save button

Step 6 Now the New Customer has been created

Related posts:

  1. Setting – Customer Maintenance
  2. Setting – Supplier Maintenance
  3. Setting (Premier Edition) – Shipping Term
  4. Setting (Premier Edition) – Shipping Method
  5. Setting (Premier Edition) – Currency Convert