Entering a Customer - Header
- No.
- Enter the unique code you are assigning to this Customer. The field holds up to 20 letters and/or numbers. Hansa offers a default based on the Customer Number of the previous Customer entered. Once the record has been saved, the Customer Number may not be changed. It is the means by which this Customer will be identified elsewhere in Hansa.
- Short
- This field can be used as an alternative means of identifying this Customer - information entered here appears in the Short column in the 'Customers: Browse' window. Firms of a similar nature could be given the same Short Code so that they would be grouped together in the 'Customers: Browse' window when sorted by the Code column. The field holds up to ten letters and/or numbers.
- Category
- Paste Special
Customer Categories setting, Sales Ledger
- Enter the Customer Category to which this Customer belongs. Customer Categories enable you to classify similar Customers together. All Customers of the same Category can use the same default Price List, Discount Matrix and Debtor Account, saving you the work of having to specify these for each Customer individually.
- Name
- Enter the Name of the Customer.
- Department
- The Department Name can be recorded here. This might be necessary if you are dealing with several Departments of the same Customer.
- Alternatively, if your company has several departments, that responsible for this Customer can be recorded here. The Customer List report can be sorted into Department order.
