Cards Fields
Sales Easy Setup Assistant > Build your customer list > To import customer information > Cards Fields

Field

Card Type

Description and Character Limits

*Co./Last Name

All

If a company name (no first name), 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric.

First Name

All

20 characters, alphanumeric

Card ID

All

15 characters, alphanumeric

Card Status

All

Any one character indicates inactive. Blank indicates active.

Currency Code

All

3 characters, alpha. Must match a preexisting currency code in the Currency List. If no code specified, local currency substituted.

Addr 1-5 - Line 1

- Line 2

- Line 3

- Line 4

All

The Addr field to the Salutation field repeat for each of the five addresses allowed per card entry.

Total Address field (lines 1 to 4) cannot exceed 255 characters, alphanumeric

-City

All

Cannot exceed 255 characters, alphanumeric

County

All

Cannot exceed 255 characters, alphanumeric

-Postcode

All

10 characters, alphanumeric

-Country

All

255 characters, alphanumeric

-Phone No. 1

All

21 characters, alphanumeric

-Phone No. 2

All

21 characters, alphanumeric

-Phone No. 3

All

21 characters, alphanumeric

-Fax No.

All

21 characters, alphanumeric

-Email

All

21 characters, alphanumeric

-WWW

All

21 characters, alphanumeric

-Contact Name

Customer, Supplier

25 characters, alphanumeric

-Salutation

All

15 characters, alphanumeric

Picture

All

File name of the graphic. 255 characters, alphanumeric.

Notes

All

255 characters, alphanumeric

Identifiers

All

10 characters, alpha only

Custom Field 1

All

30 characters, alphanumeric

Custom Field 2

All

30 characters, alphanumeric

Custom Field 3

All

30 characters, alphanumeric

Custom List 1

All

30 characters, alphanumeric

Custom List 2

All

30 characters, alphanumeric

Custom List 3

All

30 characters, alphanumeric

Billing Rate

Cust., Emp., Supplier

10 characters, numeric including 4 decimal places

Cost per hour

Supplier, Emp.

10 characters, numeric including 4 decimal places

Terms -

Payment is Due

Customer, Supplier

1 character, numeric. Use one of these codes to indicate when payment is due:

0 - COD
1 - Prepaid
2 - In a Given No. of Days
3 - On a Day of the Month
4 - No. of days after EOM
5 - Day of Month after EOM

- Discount Days

Customer, Supplier

3 characters, numeric-based on the code you enter in the Payment is Due field. If you choose code 0, 1, 2 or 4 to indicate Payment is Due, enter a number of days from 0-999. If you choose code 3 or 5, use a date from 1-31. (EOM=31)

- Balance Due Days

Customer, Supplier

3 characters, numeric-based on the code you enter in the Payment is Due field. If you choose code 0, 1, 2 or 4 to indicate when payment is due, use a number of days from 0-999. If you choose code 3 or 5, use a date from 1-31. (EOM=31)

- % Discount

Customer, Supplier

2 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.

- % Monthly Charge

Customer

2 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.

VAT Code

Customer, Supplier

3 characters, alphanumeric.
Must match a preexisting VAT code in the VAT Code List.

Credit Limit

Customer, Supplier

7 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.

VAT Reg. No.

Customer, Supplier

19 characters, alphanumeric

Volume Discount%

Customer, Supplier

2 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.

Sales/Purchase Layout

Customer and Supplier

S indicates Service, I indicates Item, P indicates Professional and M indicates Miscellaneous invoice or purchase order layout. T indicates Time Billing invoice layout.

Price Level

Customer

1 character, numeric. Enter one of these numeric characters to indicate the price level of the customer:

0 - Base Selling Price
1 - Price Level A
2 - Price Level B
3 - Price Level
4 - Price Level D
5 - Price Level E
6 - Price Level F

Payment Method

Customer

20 characters, alphanumeric.

Payment Notes

Customer

255 characters, alphanumeric

Name on Card

Customer

50 characters, alphanumeric. Only available for credit card and debit card methods of payment.

Card Number

Customer

25 characters, alphanumeric. Only available for credit card and debit card methods of payment.

Expiration Date

Customer

10 characters, alphanumeric. Only available for credit card and debit card methods of payment.

Account

Customer and Supplier

5 characters, numeric. May (optionally) have a non-numeric separator between the first digit and the last 4 digits, for example, 1-1234.

Salesperson

Customer and Supplier

31 characters, alphanumeric

Comment

Customer and Supplier

255 characters, alphanumeric.

Delivery Method

Customer and Supplier

20 characters, alphanumeric

Printed Form

Customer and Supplier

255 characters, alphanumeric

Carriage VAT Code

Customer, Supplier

3 characters, alphanumeric.
Must match a preexisting VAT code in the VAT Code List.

*This is a required field for importing.