This screen is used to set up Customer Types, which allows you to have different classes of customers and different terms for certain classes. You can also be selective about what items can be sold to certain customers.
Helps Accessed From Customer Types (Y) Screen
File Help (Y)
Ctrl+N—clears the screen, without saving or un-saving the current record, and sets the reference number to the next available number.
F5—exits lookup.
F6—opens lookup.
F9—saves record.
Shift+F9—deletes record.
F10—goes to the Selection Screen.
Shift+F10—goes to the Menu Bar.
Esc—exits one level.
Alt+F4—exits ABC.
Ctrl+D—Duplicates. If you want to enter the same, or almost the same customer information under a different code, enter the new code in code field, press Enter then Ctrl+D. You will be prompted to enter the code of the record you want to duplicate. This transfers Name, Address, Phone #, etc., but not the posted information.
F7—loads previous record.
F8—loads next record.
Edit Help (Y)
Ctrl+C—Copies text. Place your cursor on the field that contains the text you wish to copy and press Ctrl+C. Then move your cursor to the field you want your information copied to and use the paste (Ctrl+V) function.
Ctrl+V—pastes text. Any text that has been copied (with Ctrl+C) or cut (with Ctrl+X) may be pasted into any other field by using the Ctrl+V function. Simply place your cursor in the field you want to copy the information to and press Ctrl+V.
Ctrl+X—cuts text. Place your cursor on the field you want the text removed from and press Ctrl+X. The text will disappear. If you want to replace this text in another field, simply move your cursor to that field and use the paste (Ctrl+V) function.
Ctrl+Z—Zap! Undoes latest changes to the line the cursor is on.
Tools Help (Y)
Ctrl+G—Gets or jumps to the address of a certain field. When you press Ctrl+G, a message box appears telling you the address of the field your cursor is on. You are also given opportunity to jump to another address. Enter the location number of the field you want to jump to, or enter F and the field number of the field you want to jump to.
Ctrl+J—accesses a Journal to record anything that you want to remember. To see previous notes, press Ctrl+J. When you are done, press F9. The notes will be saved with the date and time.
Ctrl+K—accesses a second journal. It is similar to the Ctrl+J journal, but records your notes with only the date.
Ctrl+W—places the reference code on a Word Processor list. To see the list, press F10, W, Ctrl+N (to clear screen) and then type YLIST. Ctrl+W
Shift+F3—brings up an accountant's* calculator when your press it the first time. The second time you press it, the final calculations showing are entered into the field the cursor was on.
+ adds or totals - subtracts / divides
* multiplies ) clears ( exits calculator
= totals or equals
*If you are not familiar with an accountant’s calculator, you may want to take a little time to familiarize yourself with the differences in usage here. Figures are entered as positive or negative: i.e. 100+50-75= would be entered as 100+; 50+; 75- The answer calculates each time you press the positive or negative sign. The = sign or Enter key seldom need be used unless you are multiplying or dividing.
Type (Y.0)
Enter the code you wish to use to reference this type of customer. You can only use a one-character code.
Description (Y.1)
Enter a description for this customer type.
Privilege Codes can determine which items customers of this type may buy.
You may enter a series of restriction codes that this customer is granted access to (rather than restricted from). This indicates that customers with this type may purchase any inventory items having any of these restriction codes. If this field is blank, it indicates that customers with this type have access only to inventory items with NO restriction code.
This is a number that is added to the General Ledger Account # on the Inventory (I) screen when an item is entered on an invoice for a customer of this type. If there is no G/L Adder specified, the Default Sales Account # (from the next field) will be used for the invoice.
Enter the Default G/L Sales Account #.
If nothing is entered here or in G/L Adder field (above), the G/L Account # specified on the Inventory screen will be used for on invoices for this type of customer. (If no G/L # is specified there, the Default Sales Account # from the Company Setup (#) screen is used.)
Default Terms (Y.6)
You may enter special terms here for this customer type. These terms will be used when there is none specified on the Customer (C) screen.
A/R Discount Account # (Y.7)
This is the default General Ledger Account # for A/R Discounts. This overrides A/R Discount Account # in the Company Setup (#) screen and is used by Report # 3-14, CUSTOMER PAYMENT LEDGER.
Prepayment Account # (Y.9)
This is the default General Ledger account # for down payments, prepayments, or other payments a customer makes before an invoice is made out for him.
Discount Level (Y.10)
The discount level is found on the Customer (C) screen, the Customer Type (Y) screen and the Quoted Price (Q) screen—with the latter overriding the former.
This field is used to calculate discounted prices for this customer. Enter A, B, C or D to specify which Discount field from the Inventory (I) screen you want to use. If this field is blank, Discount field A will be used by default.
You may also enter a Level Code (A, B, C, or D) followed by a percentage, to give this customer an additional discount. For example, if you enter A5 here, items sold to this customer will be given the Level A discount from Discount A on the Inventory item, plus an additional discount of 5%. Discounts are calculated sequentially, so if Discount A is 20% and the customer gets an additional 5%, the resulting discount would be 24% (80% x 95% = 76%).
To calculate prices for this customer as a certain percent over Cost, enter E followed by a number. For example, E20 means that prices for this customer will be calculated as 20% over cost.