Overview:

A customer is a person or company that purchases goods or services from your organization. PENTA uses customers as the basis for creating accounts receivable invoices for jobs, work orders, sales orders, or other miscellaneous sales activity. By linking Customer Ids to items such as jobs, work orders, employees, OUs etc., you indicate which customer the receivable debits to and whom the cash receipt credits against.

The Customers window allows you to create, update, review, or add information for a customer. You must have authorization for the organizational unit where a customer is valid in order to update information in this window.

This training video will walk through the process of updating customers, including defining default information at the location level, and assigning customer attributes to the location level. Default information can be defined at the customer master level, and/or location level. The location level will always trump the customer master level. This video focuses on the location level, but also make sure to check out the 'Customers - Master Information' page, for additional information on defining master level defaults and information.

Benefits:

• Tracking customers in the system provides additional reporting such as revenue by customer, accounts receivable aging/statement, profitability, etc.
• Default information such as pricing schedules, payment terms, line item structures, and much more can be defined at the Customer and Location levels to stream line the job/work order setup process
• Additional operation information can be tracked including credit limits and customer hold information

Roles:

• Accounts Receivable Manager

Additional Content:

• Customers - Master Information

Location:

• Billing & Accounts Receivable > Customers > Customers

Video:

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