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5000manual:5051suppliers:5060contact_details [2021/01/08 00:38] rajeev.ranjan |
5000manual:5051suppliers:5060contact_details [2021/01/08 16:31] (current) rajeev.ranjan |
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| Enter the Street, Suburb, State and Postcode of the contact here. TSM uses its own look-up table to automatically display Postcodes, Suburbs and States from the information you enter here. You can overwrite the information if it assigns an incorrect suburb/postcode/state. (Automatic lookup available in limited regions only). | Enter the Street, Suburb, State and Postcode of the contact here. TSM uses its own look-up table to automatically display Postcodes, Suburbs and States from the information you enter here. You can overwrite the information if it assigns an incorrect suburb/postcode/state. (Automatic lookup available in limited regions only). | ||
| - | ^Map Reference^ | ||
| - | |||
| - | The map reference allows a servicing employee to store and quickly look up the street directory map number to find the site that he/she is assigned to. \\ TSM users in Sydney, Melbourne, or Brisbane Australia can use the [[:2000faq:2300upgrading:2360installing_ausway|Ausway Databases]] accessed using the {{:5000manual:5050contacts:image015.png|}} button. Either enter a state and map reference to have the street, suburb and post code fields automatically populate, or enter all of these to have the corresponding map reference appear. | ||
| ^Service Area^ | ^Service Area^ | ||
| Line 25: | Line 22: | ||
| ^Notes^ | ^Notes^ | ||
| - | Write any notes that are related to this contact. | + | Write any notes that are related to this supplier. |
| - | ^Job Note^ | ||
| - | |||
| - | Sometimes, it might be useful to put notes onto each job you do for a contact. This could include special delivery instructions or anything else you want to point out about the contact. These notes will appear in the Service Requested section under the Job Card, Job Logging page each time you create a job for this contact. | ||
| ^Contacts^ | ^Contacts^ | ||
| Line 44: | Line 38: | ||
| Used to note the email address for this contact. Press the {{:5000manual:5050contacts:image017.png|}} button to open the [[:5000manual:5800utilities:5816email|Send Email]] dialogue for this address. | Used to note the email address for this contact. Press the {{:5000manual:5050contacts:image017.png|}} button to open the [[:5000manual:5800utilities:5816email|Send Email]] dialogue for this address. | ||
| - | ^Web Site^ | ||
| - | Used to note the website for this company. | ||
| ^Industry^ | ^Industry^ | ||
| A drop-down menu to note the industry the customer belongs to. Can be customised in the [[5000manual:5800utilities:5812codes|System Codes]]. | A drop-down menu to note the industry the customer belongs to. Can be customised in the [[5000manual:5800utilities:5812codes|System Codes]]. | ||
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| + | ^**Account Status**^ | ||
| + | The Account Status allows you to identify problem contacts. | ||
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| + | The five default options are Active, Hold, Overdue, Inactive and COD, with another 3 customisable types (use the [[:2000faq:2100howto:custom_field_labels|Label Customisation Screen]] to change their values. A value of Active verifies the contact has a normal status, a value of Overdue value will warn you when creating or changing jobs for that contact and a value of Hold will not let you create or change jobs for that contact. Inactive indicates a closed account and COD denotes a Cash on Delivery contact. | ||
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| + | The contact's status will be displayed prominently in the top right hand-corner of the screen. When creating a new job for a contact that is not Active or COD a warning will appear. The Contact Status must be manually set and reset. | ||
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| + | ^**Tax Code**^ | ||
| + | You can specify a special tax rate for this contact here. All new job cards will default to this special tax rate. If this contact is exempt from paying Tax/GST then select the “FRE” tax code or any other tax code set with a zero tax rate. | ||
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| + | ^**Prevent Accounting Post**^ | ||
| + | If you do not want any invoices or receipts from this contact to be posted to an accounting package, check this option. This is useful if you integrate with accounting but do not want to post certain invoices such as internal work etc. **Note:** Only available if the optional Accounting Interface is enabled. | ||
| ^Billing Address^ | ^Billing Address^ | ||
| Line 62: | Line 68: | ||
| The Billing Address is used as the default address for invoices on jobs created for this contact. | The Billing Address is used as the default address for invoices on jobs created for this contact. | ||
| - | ^Invoice Terms^ | + | ^Payment Terms^ |
| - | Enter any special invoice terms here for this contact. The terms are used to calculate payment due date for any invoices generated for this Contact. See the [[5000manual:5800utilities:5812codes|Payment Terms Code page]] for setup options. | + | Enter any special Payment terms here for this Supplier. The terms are used to calculate payment due date for any invoices generated for this Contact. See the [[5000manual:5800utilities:5812codes|Payment Terms Code page]] for setup options. |
| Only enter a value here if you want to override the Default Invoice Terms entered in the TSM Setup screen under the [[:5000manual:5800utilities:5802setup:5815invoices|Invoices tab]]. | Only enter a value here if you want to override the Default Invoice Terms entered in the TSM Setup screen under the [[:5000manual:5800utilities:5802setup:5815invoices|Invoices tab]]. | ||
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| + | ^**Supplier Type**^ | ||
| + | Used to categorise supplier for reporting purposes. It can also be used to establish a supplier as a contractor and we can set the course qualification in code setup for contractor and supplier. | ||
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| + | ^**Default Department**^ | ||
| + | You can specify the Department Code to automatically assign to jobs created for this contact. Departments can be used for reporting and posting to different account codes when using accounting packages. | ||
| **Note:** Any invoices created for a linked Billing ID will use the invoice terms of the Billing ID and not the contact. | **Note:** Any invoices created for a linked Billing ID will use the invoice terms of the Billing ID and not the contact. | ||