General Tab Areas

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(New page: The General tab of the Customer Detail Information window contains the following areas: ==Customer Area== The Customer area contains the customer name and sorting information. Back to [...)
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The Customer area contains the customer name and sorting information.
The Customer area contains the customer name and sorting information.
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{| style="border:1px black solid; border-collapse:collapse; text-align:left;" cellpadding="6"
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|-
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!style="width:100pt; background:#2B90DC; color:white; border-spacing:0px;" | '''Field'''
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!style="width:400pt; background:#2B90DC; color:white" | '''Description'''
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|-valign="top"
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! Customer Name
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| Enter the customer’s name. For a non-house account, this is the name of the person or business that is placing the order. If a house account will be associated with this customer, this should be the name of the person or company who is responsible for payment on the account.<br><br>For efficiency, you should enter customer names in a consistent format. For example, you may want to enter individuals in a First Name/Last Name format, and businesses by their official names.
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|- valign="top"
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! Sort Name Key
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|Enter the name by which FTD Mercury will sort this customer’s name for reports and statements. By default, this field sorts according to a Last Name/First Name format, but you can enter another format if you prefer.
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|-
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|}
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==Address Information Area==
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This area contains the customer’s address information.
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{| style="border:1px black solid; border-collapse:collapse; text-align:left;" cellpadding="6"
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|-
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!style="width:100pt; background:#2B90DC; color:white; border-spacing:0px;" | '''Field'''
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!style="width:400pt; background:#2B90DC; color:white" | '''Description'''
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|-valign="top"
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! Address Type
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| From this list, select the address type for the address you are entering in the address field. You may enter multiple addresses, each associated with a different address type. You can configure the available address types in Mercury Administration.
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|-valign="top"
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! Address
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| Enter the customer’s address associated with the selected address type. If the customer is opening a house account, be sure to record the address where the customer’s bills are to be sent.
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|-valign="top"
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! Billing Address
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| Select this option if the address displayed is the billing address for the customer. Statements print with the billing address.
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|}
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==Contact Information Area==
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The Contact Information area contains additional contact information about the customer, including the customer’s phone number and email address.
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{| style="border:1px black solid; border-collapse:collapse; text-align:left;" cellpadding="6"
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|-
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!style="width:100pt; background:#2B90DC; color:white; border-spacing:0px;" | '''Field'''
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!style="width:400pt; background:#2B90DC; color:white" | '''Description'''
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|-valign="top"
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! Phone Number Type
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| Select the phone number type for the customer’s phone number you will enter in the phone number field. You may enter multiple phone numbers, each associated with a different phone number type. You can configure the available phone number types in Mercury Administration.
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|-valign="top"
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! Phone Number
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| For the selected phone number type, enter the phone number. You can use punctuation as you prefer, such as parentheses and dashes.
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|-valign="top"
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! Primary Phone
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| If this is the primary phone number where the customer can be reached, select this option. You can only make one recorded phone number the primary phone number.
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|-valign="top"
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! E-mail Address
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| Enter the email address for the customer. You should include an email address if you plan to email statements, invoices, or delivery confirmations to the customer. Email addresses are also used for marketing purposes.
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|}
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==Store of Origin List==
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If you have multiple stores, the Store of Origin list allows you to specify at which store the customer originated. By default, the store you are logged in to is selected. If necessary, select another store.
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==Tax Details Area==
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The Tax Details area contains the following settings:
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{| style="border:1px black solid; border-collapse:collapse; text-align:left;" cellpadding="6"
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|-
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!style="width:100pt; background:#2B90DC; color:white; border-spacing:0px;" | '''Field'''
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!style="width:400pt; background:#2B90DC; color:white" | '''Description'''
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|-valign="top"
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! Tax Exempt
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| Select this check box if the customer is tax exempt. If you select this option, the Exempt Code field is enabled.
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|-valign="top"
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! Exempt Code
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| If you have selected the Tax Exempt option for this customer, provide the customer’s tax exemption number in this field.
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|}
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Back to [[Customer Maintenance]]
Back to [[Customer Maintenance]]

Revision as of 14:48, 24 April 2008

The General tab of the Customer Detail Information window contains the following areas:

Contents

Customer Area

The Customer area contains the customer name and sorting information.

Field Description
Customer Name Enter the customer’s name. For a non-house account, this is the name of the person or business that is placing the order. If a house account will be associated with this customer, this should be the name of the person or company who is responsible for payment on the account.

For efficiency, you should enter customer names in a consistent format. For example, you may want to enter individuals in a First Name/Last Name format, and businesses by their official names.
Sort Name Key Enter the name by which FTD Mercury will sort this customer’s name for reports and statements. By default, this field sorts according to a Last Name/First Name format, but you can enter another format if you prefer.

Address Information Area

This area contains the customer’s address information.

Field Description
Address Type From this list, select the address type for the address you are entering in the address field. You may enter multiple addresses, each associated with a different address type. You can configure the available address types in Mercury Administration.
Address Enter the customer’s address associated with the selected address type. If the customer is opening a house account, be sure to record the address where the customer’s bills are to be sent.
Billing Address Select this option if the address displayed is the billing address for the customer. Statements print with the billing address.

Contact Information Area

The Contact Information area contains additional contact information about the customer, including the customer’s phone number and email address.

Field Description
Phone Number Type Select the phone number type for the customer’s phone number you will enter in the phone number field. You may enter multiple phone numbers, each associated with a different phone number type. You can configure the available phone number types in Mercury Administration.
Phone Number For the selected phone number type, enter the phone number. You can use punctuation as you prefer, such as parentheses and dashes.
Primary Phone If this is the primary phone number where the customer can be reached, select this option. You can only make one recorded phone number the primary phone number.
E-mail Address Enter the email address for the customer. You should include an email address if you plan to email statements, invoices, or delivery confirmations to the customer. Email addresses are also used for marketing purposes.

Store of Origin List

If you have multiple stores, the Store of Origin list allows you to specify at which store the customer originated. By default, the store you are logged in to is selected. If necessary, select another store.

Tax Details Area

The Tax Details area contains the following settings:

Field Description
Tax Exempt Select this check box if the customer is tax exempt. If you select this option, the Exempt Code field is enabled.
Exempt Code If you have selected the Tax Exempt option for this customer, provide the customer’s tax exemption number in this field.


Back to Customer Maintenance

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