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Customer File | Information tab
This article will cover the Information tab within a customer record, which can be accessed through file maintenance. This tab contains the customer's status, type, credit limit, and other receivable information. As a reminder, the customer record fields can be hidden from users with a specific password level or lower.
Topics in this article include
Record Type
In the Personal Information field, you will be able to specify the record type that you would like. The business record type will display a name field so you can enter the name of the business, whereas the individual type will show you an option to enter the customer's first and last name.
In the configuration area in Elite, you can set the way you want to display the names of the individual's record type: First Name Last Name, or Last Name, First Name.
To get there, click the Configuration gear icon in the top right corner > Customer Configuration on the left side of the screen under Configuration Areas > Name Format > Customer Name Format dropdown.
Account Information
Customer No - This is the number assigned by Point of Rental when a customer record is created.
Opened - This is the date the customer record was created.
Last Active - This is the date when customers placed their last order.
Previous Contract - This displays the last contract number the customer placed.
Status - This allows you to select the status of the customer (Cash or Account).
Options - This allows you to select different options about the customers (No Checks, Pay on Return, Pay on Open, Credit Hold). You can also enter alert options (Wanted, Undesirable). When creating a contract, a message will appear to let you know the customer's status.
Group -This allows you to define customers further by a particular group (Referrals, Internet, etc.).
Type - This allows you to select a type of customer (Homeowner, Corporate, School).
Sales Rep - This allows you to assign a sales rep to the customer.
Commission - This allows you to set the type of commission assigned to the customer (5-year Account, House Account, Corporate Account).
Paid
Year to Date - This displays the total income for the current year.
Life to Date - This displays the total income since the customer was created.
Last Year - This displays the total income for the previous year.
Life No of Contracts - This displays the total number of contracts, the customer has placed since they were active.
Current Account
Quantity Out - This displays the total number of rental items on all contracts currently in an open status.
Last Paid Amount - This displays the amount the customer last paid.
Last Paid Date - This displays the date the customer last paid.
High Balance - This displays the highest amount the customer has ever owed on their account
Credit Limit - This displays the customer's credit limit. To change the displayed limit, modify this field.
Current Aging - This displays the number of days the customer has a balance due.
Current Balance - This displays the amount the customer currently has outstanding.
Notes
Customers marked as Undesirable or Wanted will be displayed in red within this area.