Assign a sales representative to this customer by selecting the correct sales rep from the combo. 

Assign a sales region/territory to the current customer by making the appropriate selection from the combo.  Territories can be used for sales analysis.

Assign a commission group to the current customer by making the appropriate selection from the combo.

See Using Group Customers for more information.

Assign a customer service representative to this customer by selecting the correct CSR from the combo. 

Checking this box places the customer on hold.  Order entry personnel will be alerted that the customer is on hold when creating a new order for the on hold customer.

Check this box if data is transmitted via EDI (Electronic Data Interchange) for the current customer.

The employer identification number assigned to the customer by the Internal Revenue Service.

Abbreviation for Buying Agreement.  Check this box if a buying agreement has been established with this customer.

Assign a buying groups to this customer by making the appropriate selection from the combo.

The method by which the customer is going to obtaining their order; common selections include Our Truck if you provide delivery services, Pick Up if the customer has the option of picking up their order themselves, or the name of a shipping freight vendor such as Fed-Ex or UPS.

Abbreviation for Free On Board.  FOB is a transportation term that indicates that the price for goods includes delivery at the seller’s expense to a specified point and no further. The FOB term is used with an identified physical location to determine 1) the responsibility and basis for payment of freight charges, and 2) the point at which title for the shipment passes from seller to buyer.

Terms are the payment terms by which the customer issue payment for the goods purchased. Clicking the ellipses button will open the Terms Maintenance form.  See Terms Code Maintenance for more information.

Ship Terms refer to how the shipping charges are being paid for.  Common options include Collect and Pre Paid.

The shipping route the customer is on.

The method by which the customer prefers to receive their goods.  For example, the customer may only accept full shipments and reject partial shipments.

Vendors designated as freight vendors are available for assignment to the current customer via the combo.  An account number may be entered into the text box beside the combo.  See Customer Freight Vendors for more information.

The tax group assigned to the current customer.

Tax registration value transferred from third party accounting system via Update Accounts.

Year To Date Sales calculated from approved invoices or transferred from third party accounting system via Update Accounts.

The amount the current customer still owes calculated from payments applied via OrderStream Financials or transferred from third party accounting systems via Update Accounts.

The amount of credit allotted to the current customer.  0 equals unlimited.

The full url of your company's customer web portal.  eg:  http://www.seradex.com/customers

The login name which will allow the current customer to access their web portal account.

The password which will allow the current customer to access their web portal account.