Customer Master File Creation Defaults, on the Accounts Receivable Set-up (SER) menu, is established before loading your customer base and includes information that represents 85-90% of your customers.  These defaults will be preset for you by Quikey Computer Systems.

This information, like the supplier creation defaults, is imported directly into the M=More data screen once you create a new customer.  After these creation defaults are established, you only need to modify them for a particular customer (representing the remaining 10-15% of your customer base) if the customer does not fall under these creation defaults.

Example: If you charge the majority of your customers Ohio State Sales Tax,  the creation default for this Tax Authority Master Code would be set as OHS for Ohio State Sales Tax Authority.  Upon entering customers who are not charged Ohio State Sales Tax, but Illinois State Sales Tax, or that are tax exempt, you would then change the Tax Authority master code at that time in the M=More Data Screen.

The following list includes definitions of the various fields in the Customer Master File - Creation Defaults menu:

TERMS CODE

This creation default is the terms code that you have established for your customer base, such as net 15 or net 30.

SPECIAL PRICING CODE

This creation default feature can be left blank if the majority of your customers are non-program sales related.

CREDIT CODE

This creation default is the credit limit that includes the majority of your customer base (for example, a code 0, an Open Account, or a code 1 for open account with limit, etc.).

CREDIT LIMIT

This field is the credit limit amount if assigning a credit code of 1 and using limits.  Enter the amount that includes the majority of your customer base (for example 25,000).  Credit limit amounts can be changed independently.

TAX AUTHORITY CODE

This is the Tax Authority that includes the majority of your customer base as in the first example, OHS for Ohio State Tax Authority Master Code.

PRINT STATEMENTS

This field is recognized when generating end of the month statements.  Respond Y if you will be sending statements to the majority of your customer base.  Set this field to N if you will not be printing statements for your customers.  Set this field to D if you only print statements to customers when delinquent.

FINANCE CHARGE

This field should be set to Y if you plan on utilizing the finance charge computation for the majority of your customer base.  Enter N if you do not plan on using finance charges.

# OF INVOICE COPIES

The creation default indicates how many invoice copies to print during invoice printing.  If you are using Plain Paper invoice forms and would like an office copy for your files and a customer copy, you would enter 2 in this field.

ACKNOWLEDGE ORDERS

This creation default can be preset to Y or N.  If you normally send acknowledgements to the majority of your customers, set this to Y.

CALCULATE OPEN ORDERS

This creation default calculates the open order value at Order Entry.  If you'd like to view the open order value of most of your customers, set this to Y.

CHECK A/R

This creation default calculates the open order value at Order Entry.  If you'd like to monitor most of your customer's accounts receivable at Order Entry, this field should be set to Y. 

CUSTOMER BUSINESS TYPE CODE

This creation default is a user definable code that enables you to classify customers for reports, lists, and labels.

Example: To categorize your customers by sales volume, geographic location, or industry, there are custom business type codes preset for you and listed by industry.  Use these codes or establish your own.  For more information on Customer Type Codes, refer to option 8 on the SER menu.

A      AUTO DLR

T      TRANSP'N

B      FOOD/BEV

U      UTILITIES

C      CHEMICAL

W      COMMUNIA

D      SERVICES

Y      CONST.

E      ADVG

Z      PHY. FIT.

F      FINANCIAL

a      AUTO MISC

G      FOOD

c      CHURCH

H      HOTEL

f      FUNERAL

I      INSURANCE

i      INDUSTRIAL

K      MEDICAL

m      MILITARY

M      MISC.

o      OIL FIELD

O      OIL

p      PAINT

P      POLITICAL

r      RETAIL

R      REALTY

s      SCHOOL

S      SAFETY

t      TRAVEL

Enter the customer business type code that encompasses the majority of your customer base, such as S=School or F=Financial.  The system allows you to print labels and generate reports by this type code.

DEFAULT BRANCH CODE

This creation default indicates which branch most of your customers fall under if you have multiple branches set up on the system (for example, Branch Code A or Branch Code B).  If only one branch location is set up, the default would be Branch Code A.

REORDER REMINDERS

This creation default lets you print a reorder reminder letter and an acknowledgement copy from history for the majority of your customers.  Reorder reminders are generated by date range parameters.