General Tab

Prev

Next

Lets you move to the record for the previous or next customer on the Customer List. The shortcut key for Prev is PageUp, and the shortcut key for Next is PageDown. To move to the next or previous customer, you need to be out of edit mode.

Note: Customer records for inactive customers are retrieved only by clicking Prev or Next when they’re included in the initial customer search. To include inactive customers in a search, clear the Active Only check box on the Name Lookup/Entry screen. For more information, see Looking Up a Customer.

Cust #

Lets you enter the customer number, if any, from your previous system. The customer number generated by TireMaster is also listed here. The second number identifies the site where the customer was added. The third digit is a unique, system-generated number assigned to the customer.

Name

Lets you enter the name of the customer as you want it to appear in your lookups. When typing a customer’s name, do the following:

• For people, type the last name followed by a comma and the first name (Smith, John). The last name is displayed first on the Customer List and reports. However, the first name appears before the last name on documents such as invoices and statements.

• For businesses, disregard the comma before the abbreviation Inc. Otherwise, Inc. will appear first on invoices and statements (Inc., My Company).

Address

Lets you enter the customer’s physical address.

Address 2

Lets you enter the customer’s P.O. box address, if any.

Note: If the customer only gives you a P.O. box number, put it in the Address 1 field and leave this field blank.

City

Lets you define the customer’s city.

Tip: Enter the customer’s zip code first to insert the city and state automatically.

State

Lets you define the customer’s state.

Zip

Lets you enter the customer’s zip code.

Tip: Type the zip code first. If it is already in the database, the city and state will be inserted automatically.

Color

Lets you assign a color code to the customer. If a color code is assigned to a customer, that customer’s name is highlighted with the assigned color on the Customer Maintenance screen, the Customer List, the Open Work Order List, and the Invoice Entry screen.

Contact Type Fields

Does the following:

• Identifies the contact method assigned to the selected customer’s phone numbers, e-mail addresses, or both.

• Lets you define the contact method for phone numbers, e-mail addresses, or both (in add and edit modes).

Number/E-Mail Fields

Does the following:

• Identifies the phone numbers, e-mail addresses, or both assigned to customers.

• Lets you define the phone numbers, e-mail addresses, or both assigned to customers (in add and edit mode).

Name Fields

Does the following:

• Identifies the person to whom an e-mail address or phone number is assigned. This entry can also be a description, such as Main Phone.

• Lets you define the name or description that you want to assign to phone numbers, e-mail addresses, or both (in add and edit mode).

Phone & E-Mail

Lets you access the customer’s contact list, which includes both phone numbers and e-mail addresses.

Text

Lets you access the screen for sending text messages to the customer.

Edit Contact

Lets you update the customer’s address, phone numbers, e-mail addresses, and notes.

Note: Users who are allowed to update contact information only can click this button when they need to make changes to customer records.

Taxable

Defines whether the customer pays sales tax.

Note: Tax-exempt or reseller customers should be set up with tax levels that calculate no tax. This approach ensures that all customers appear on tax reports, regardless of whether they pay any sales tax.

Cash Only

Defines whether the customer must pay at the time of sale. If this check box is cleared, the customer has an in-store charge account.

Statement

Defines whether TireMaster will print statements for any balances that the customer carries.

Finance Charges

Defines whether the customer will be assessed a finance charge for any balance that is past due.

Open Item AR

Lets you apply payments toward specific invoices. All charge customers are set up with open-item AR accounts.

Note: This check box is always selected and cannot be cleared.

Tax Level - Parts

Lets you assign a tax level for calculating the amount of sales tax assessed on parts sold to the customer.

Tax Level - Labor

Lets you assign a tax level for calculating the amount of sales tax assessed on labor sold to the customer.

Price Level

Lets you assign a price level code that will allow the customer to receive special prices for any or all items.

AR/AP

Defines whether the record is for a customer (accounts receivable) or a vendor (accounts payable). For customers, this setting is always AR.

Type

Lets you assign a customer type to the customer.

Commission

Lets you assign a customer commission type to use for calculating commissions. If no code is entered in this field, TireMaster uses the default customer commission type set in System Controls.

Tax ID

Lets you define a customer’s tax identification number, if that client is exempt from paying sales tax.

Credit Limit

Lets you set the credit limit for charge customers. To give a customer unlimited credit, type 0.00.

Note: This field is active when the Cash Only check box is clear. If you change an in-store charge customer to a cash-only customer, this field will become disabled but will continue to display the credit limit amount.

Last Pay

Displays the last date when a payment from the customer posted to the general ledger.Displays the date of the last payment from the customer.

Salesperson

Lets you assign a salesperson to the customer’s account. That employee is then used as the default salesperson for any work orders created for the customer.

Customer Since

Lets you define the date when the customer started doing business with you.

Notes

Lets you enter information about the customer or account. This information does not print on statements.

Tip: This information can be viewed at point of sale by clicking the Customer Notes tab on the Invoice Entry screen.

Active Customer

Defines whether the customer is active. Clearing the check box removes the customer from reports and look-up lists but preserves the customer’s history.

Require PO

Lets you define whether a PO number is required to complete an invoice for the customer.

Default Recon

Displays the default reconciliation code for the customer (if any).

Recon Codes

Lets you enter one or more reconciliation codes for customers who have national-account or government-support agreements with your vendors.

Fleet Contracts

Not used.

Inventory

Lets you look up inventory items to see the customer’s best price for those items. The best price is the everyday low price or the sale price, whichever is lower.

Find

Lets you look up a customer or a list of matches using full or partial entries.

Add

Lets you add a new customer.

Edit

Lets you change the customer’s contact and account information.

Delete

Lets you delete a customer record that has never been associated with an invoice, work order, or quote.

Terms

Displays the screen for assigning payment terms to the customer.

Combine

Lets you select another customer account to inactivate and combine with the current customer’s account. This option combines the history, vehicles, and ledgers of the selected customer with those of the current customer.

Cancel

Lets you exit the screen in add or edit mode without saving any changes.

OK

Lets you save changes in add or edit mode and exit the screen.

Close

Lets you exit the screen.