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Entering a Contact - Header

No.
Enter the unique code you are assigning to the Contact: this is the means by which this Contact will be identified elsewhere in your Standard application. The field holds up to 20 letters and/or numbers. A default will be offered, based on the Contact Number of the previous record entered.

Once you have saved the record, you cannot change the Contact Number.

Cust. Category
Paste Special    Customer Categories setting
If the company is a Customer, you can assign it to a Customer Category.

Customer Categories enable you to classify similar Customers together. Several reports allow you to list Customers belonging to a particular Category.

Name
Enter the Name of the Contact.

Customer
Mark the Contact as a Customer if appropriate, using the check box at the top of the window. If the Contact is a Contact Person who works for a Customer company, do not check this box unless the Contact Person is also a Customer in a private capacity.

Marking the Contact as a Customer does not necessarily mean it has purchased goods or services from your business: the company can also be a potential customer.

You must mark a Contact as a Customer if you want to be able to use it in Sales Invoices and Receipts. Once you have marked a company as a Customer and you have issued at least one Sales Invoice to that company, you will not be able to remove the check from the Customer box.

Throughout this manual, the term "Customer" has been used when referring to Contacts marked as Customers.
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