Customer Master File

This master file stores all your Customers with their personalized data. The manner in which you want your Customer Name and Address to appear on Invoices, Orders, Credit and Debit memos will be entered in this master file. Profi'C will automatically display and print the Customer Name and Address from this point on.

Additionally, the manner in which you do business with each Customer will also be entered and stored here. This same information will carry throughout the system for use during processing. Many field definitions will come from the particular master file that would have already been established, such as Branch, Territory and Salesman - a list of those entered is available for selection when using this Customer Master File.

Features of the Customer Master file include establishing a Customer Number, this may be numeric, or alpha numeric, Customer Name, 2 Address Lines, City, State and Zip Code, Country Code, Bill To - an optional field to insert another customer number if you want this customer's invoices billed to a different address, Branch - the company branch servicing the customer, Salesman - the salesman assigned to the customer, Tax Jurisdiction - the tax jurisdiction or multiple tax jurisdictions of the customer, Key Contact and telephone number - the customer contact that will appear here and with the customer name and address on correspondence, Accounts Payable Contact - the customer Accounts Payable contact and telephone number which will also display for usage on the Profi'C Accounts Receivable Inquiry Screen, Miscellaneous - an additional customer contact field, Statement Flag - pertaining to Accounts Receivable Statements, dictate whether the customer should receive a monthly printed statement of their account with you, Service Charge Flag - dictate whether you want service charges added to this customers transactions, Credit Limit and Credit Status - these fields allow entry of initial credit to establish for the customer by dollar amount limitation and status, Territory - establishing a customer territory by zip or other, Terms Code - customer payment terms with your company, Ship Via - most commonly used shipping method of your business or customer preference, Customer SIC - Standard Industry Code for the customer's type of business, should you want to track this information, Price Class -customer price classification which is assigned in the Profi'C Inventory Control module or you may enter your own price code for tracking purposes, Substitute Y/N - whether your customer will accept a substitute of your normally stocked items, this field works in conjunction with Profi'C Inventory Control, Freight Y/N - whether or not freight should be charged to the customer, Catalog Type - you may indicate here the type of company catalog sent or to send to the customer for tracking purposes, Taxable T/N - to dictate whether the Customer is Taxable or Non-Taxable, Tax Exempt Number - the customer's tax exempt number, if applicable, Date Added - the date the company became your customer or simply enter or return for system date, Locator Key - Profi'C will automatically create key word search or locators from the Customer name field entered, however, you may enter several additional key word search names for each customer that will help you locate during processing other than customer number, Text Comments - ability to enter customer text notes up to 999 lines, Print Label - whether or not you would like the system label print programs to print a label for the customer.

The Customer Master File information may be changed at any time here or when processing customer related transactions. Some fields are required for the functionality of the system, however, certain fields may be skipped if they do not apply to your business.

Another source for the Customer Master File is the Prospect Master File, which is similar in format to the Customer file. If you had entered a Prospect record you may turn the prospect into a Customer by a simple transfer keystroke. Profi'C will automatically create the Customer Master File for you to review and make adjustments accordingly.