By default, this checkbox is checked.

The Name field is used for both corporate and individual customers. If a name is entered in upper case, it prints on orders and invoices in upper case.

• Corporate Customers - Corporations, churches, schools, non-profits, and internal Customers all use the corporate customer naming rules. The full Customer name is entered into the Last Name field.

• Individual Customers - Enter the last name in the Name field, and First Name, Title, and Middle Initial in the fields provided in the identification section.

Assign a specific number to a customer to coordinate with third party software such as Outlook, PeopleSoft, or an accounting package. Otherwise, the system automatically assigns a sequential number. Each Eatec Customer number is unique and alphanumeric.

The Other Name field is optional. If a customer has a d/b/a name or a second corporate name, enter it here.

This field is optional. Utilize the title field to use an individual Customer's formal title on letters, proposals, invoices, and orders.

If the client is an individual, enter his/her First Name here. For a corporate Customer, leave this field blank. Never enter Corporate Customer data in this field.

The Middle Name field is optional. To be more formal and include an individual Customer's entire name on documents, enter the initial here.

The last name of the customer.

Type is a drop-down list of all possible Customer Types, created in Setup. Type designations are useful for sorting catering and manufacturing reports, running mailing lists, and analysing business trends. Depending on the kinds of Customers, it could be useful to have Individual, Social, Corporate, Internal, Non-Profit, Educational, and Religious as Types.

Billing Address & Comms

The first line of the customer address.

The second line of the customer address.

The name of city where the customer resides.

The name of state where the customer resides.

The zip code of the customer city.

The phone number of the customer.

The alternate phone number of the customer.

An optional field.

The customer’s fax number.

The email ID of the customer.

An optional field.

Settings

The payment terms are listed in the drop-down list.

The minimum amount that is available for an order.

The means by which the customer pays. Select the pay type from the drop-down list.

This is a field that contains a drop-down list of the caterer’s sales people. If a salesperson is selected in the Customer module, it reverts to the default for Sales Orders for that customer. The user can change the salesperson within each hour.