; OnCondition="FILENAME.FIELDNAME=1" = A condition statement that must evaluate to true in order to show topic
; Action = HideSave
; ShowSave
[TOPICS]
INTRODUCTION=0
CUSTID=1
NAMEANDADDRESS=1
DISCOUNTCODE=1
AREACODE=1
PHONEANDFAX=1
CONTACT=1
CREDITHOLD=1
COUNTRY=1
VATREG=1
TERMSDAYS=1
DEFAULTVAT=1
DAYS1=1
DISC1=1
DAYS2=1
DISC2=1
CREDITLIMITED=1
COMMENTS=1
FACTORTYPE=1
FACTORREF=1
END=1
[INTRODUCTION]
Action=HideSave
TabFramePage=0
Caption1=The following topics deal with the setting up of a new customer using the 'Customer Detail Update' screens.
Caption2=Each topic focuses on each part of the tab frames in turn.
Caption3=This window will provide help and guidance on each topic.
Caption4=When you are ready to move on, click the 'Next' button.
Caption5=Anytime you wish to revisit a previous topic, click the 'Back' button.
[CUSTID]
TabFramePage=0
Caption1=Each customer must be allocated a unique 'Customer ID', or account number, consisting of up to eight numbers or letters in any combination.
Caption2=You may find it convenient to use a code made up of the first part of the customer name to help you remember and locate records.
Caption3=Type in a suitable 'Customer ID' and then press enter.
Caption4=If you type in an ID that doesn't exist the word 'New' will appear. If you type in an existing ID the system will display the customers details.
[NAMEANDADDRESS]
TabFramePage=0
Caption1=Enter the customer name, address and postcode.
Caption2=When you have completed each field press either the tab or enter key to move to the next field.
[DISCOUNTCODE]
OnCondition=SYSTEM.USELINEDSC="Y"
TabFramePage=0
Caption1=If you are using the stock control system and offer different price lists, you can use this field to define this customer's default.
Caption2=For example, you might set the stock system up like this: 0=No discount,1=Price List 1, 2=Price List 2, 3=Price List 3. If this customer is normally charged at Price List 2 rate then you will set the box to '2'.
Caption3=Note that you will still be able to override the selling price at the time of invoicing.
Caption4=If you do not need this facility, leave the field blank.
[AREACODE]
TabFramePage=0
Caption1=You may use this box to sub divide your customers into logical groups for analysis purposes.
Caption2=Examples of groups are account managers, geographic areas or customer types.
Caption3=The Sales Reports section contains a report that will break down sales revenue by the various codes you define here.
Caption4=If you do not need this facility, leave the field blank.
[PHONEANDFAX]
TabFramePage=0
Caption1=Enter your customer's telephone and fax numbers.
[CONTACT]
TabFramePage=0
Caption1=You may use this box to record the name of a contact at the customer's location, or perhaps, the name of the person to contact regarding credit control matters.
[CREDITHOLD]
TabFramePage=0
Caption1=You might wish to check the 'On Credit Hold' option if your new customer is not yet cleared for credit.
[COUNTRY]
TabFramePage=1
Caption1=If you are registered for VAT and your customer resides in the EC, choose the relevant country from the list, otherwise select the 'Non EC Country' option.
Caption2=The system makes use of this information to complete your VAT 100.
[VATREG]
TabFramePage=1
Caption1=If you are registered for VAT, current regulations stipulate that if you supply customers in other EC countries you must quote their VAT number on documentation, otherwise you must charge them VAT.
Caption2=You may leave this field blank if you don't know the VAT number or it is not applicable.
[TERMSDAYS]
TabFramePage=1
Caption1=Enter the standard credit terms, in days, that are applicable to this customer.
Caption2=You may leave this blank if your customer has no credit.
[DEFAULTVAT]
OnCondition=SYSTEM.VATMONTHS<>0
TabFramePage=1
Caption1=This field determines the default VAT code to be offered when postings are made for this customer.
Caption2=Note that you will still be able to override the default code at the time of posting.
[DAYS1]
TabFramePage=1
Caption1=Enter the maximum days within which this customer will be offered your higher settlement discount.
Caption2=If you do not offer settlement discount, leave this box blank.
[DISC1]
OnCondition=SLNAME.SNDAYS1>0
TabFramePage=1
Caption1=Enter the percentage rate of the higher settlement discount available to this customer.
[DAYS2]
OnCondition=SLNAME.SNDAYS1>0
TabFramePage=1
Caption1=Enter the maximum days within which this customer will be offered your lower settlement discount.
Caption2=If a second settlement discount is not offered, leave this field blank.
[DISC2]
OnCondition=SLNAME.SNDAYS1>0 & SLNAME.SNDAYS2>0
TabFramePage=1
Caption1=Enter the percentage rate of your lower settlement discount.
[CREDITLIMITED]
TabFramePage=1
Caption1=Enter this customer's credit limit.
Caption2=If you leave this box blank or enter a zero, the customer will have unlimited credit.
Caption3=If you want to set a credit limit, enter the value up to '9999999.99'. The system will then inform you if the limit is exceeded when postings are made.
[COMMENTS]
TabFramePage=2
Caption1=Use the 'Comments' box to store any other information you wish.
[FACTORTYPE]
OnCondition=SLNAME.SNFACTT<>""
TabFramePage=3
Caption1=Select whether this customer is to be Factored or Not Factored.
[FACTORREF]
OnCondition=SLNAME.SNFACTT="Y"
TabFramePage=3
Caption1=Enter the factoring reference for this customer as allocated by the factoring company.
[END]
Caption1=This concludes your guide through the Customer Detail Update screens.
Caption2=You can click the 'Back' button to review previous topics.
Caption3=Click the 'Save' button below when you are ready to create a permanent record of the entries you have made.
Caption4=When you are not using cue cards there will be a 'Save' button on the tab frame itself.
