Xin Cube Home > Articles > Xin Inventory 1.0 User Guide > Customer Database > Definition
Getting Started
Company Information
Definition
Add New Company
Open Company
Update Company
Delete Company
Add Company Logo
Remove Company Logo
Set System Data
Default Document Setting
Adjustment Reason
Inventory Category
Payment Terms
Payment Type
Unit of Measure
Tax
Reference Code
Email Format
Setup Email Server
Paypal Integration
Personal Preference

Inventory Database
Definition
Add new Inventory
Update Inventory
Delete Inventory
Add Inventory Photo
Remove Inventory Photo
Import Inventory
Export Inventory

Customer Database
Definition
Add new Customer
Update Customer
Delete Customer
Add Customer Photo
Remove Customer Photo
Import Customer
Export Customer

Vendor Database
Definition
Add new Vendor
Update Vendor
Delete Vendor
Add Vendor Photo
Remove Vendor Photo
Import Vendor
Export Vendor

Sales Person Database
Definition
Add new Sales Person
Update Sales Person
Delete Sales Person
Add Sales Person Photo
Remove Sales Person Photo
Add Sales Person Signature
Remove Sales Person Signature
Import Sales Person
Export Sales Person

Quotation
Definition
Draft Quotation
Generate Quotation
Update Quotation
Delete Quotation
Duplicate Quotation
Customize Template

Invoice
Definition
Draft Invoice
Generate Invoice
Update Invoice
Delete Invoice
Duplicate Invoice
Import From Quotation
Receive Payment
Recurring Invoice
Customize Template

Delivery Note
Definition
Draft Delivery Note
Generate Delivery Note
Update Delivery Note
Delete Delivery Note
Duplicate Delivery Note
Import From Invoice
Customize Template

Credit Note
Definition
Draft Credit Note
Generate Credit Note
Update Credit Note
Delete Credit Note
Duplicate Credit Note
Import From Invoice
Customize Template

Purchase Order
Definition
Draft Purchase Order
Generate Purchase Order
Update Purchase Order
Delete Purchase Order
Duplicate Purchase Order
Import From Invoice
Customize Template

Security
Set Password
Data Backup




 

Customer Definition

Maintain your customer database to keep customer information such as Company Name, Contact Information, Photo etc. Once you've created the customer database, you may use the customer information easily to create Invoice, Quotation, Delivery Note, Purchase Order and Credit Note. The customer information will be used in these document instead of having to enter the same information each time you make a document.

Fields Definition
Fields Definition
Code A unique code for each of the customer to be referenced to
Name Customer Name, it can be the customer's company name if it is an organization.
Email official email
Phone Customer office phone number
Fax Customer office fax number
Billing Address Billing address of your customer where your invoice should be sent to
Shipping Address Shipping address of your customer where the goods to be sent to
Status To indicate whether this customer is still active or not. Inactive customer will not be shown in the program.
Contact Person Information of the contact person of your customer. Can be the technical contact person, finance contact person, sales person etc.
Tax Name The tax name used by your customer
Tax No tax number used by your customer
Payment Terms The default payment terms for this customer when you generate an invoice or quotation to them.
Price Level The default price level for this customer when you generate an invoice or quotation to them.
Default Tax The default tax code used by this customer when you generate an invoice or quotation to them.
Template The default template to be used and print when you generate invoice, quotation and etc for this customer.
Photo The photo for this customer. It is just for your own reference and will not be used in the program.
Attachment Attachment is an additional function that you can attached any important file related to this customer into the system. Example, you may attach previous document, email or photo for reference.
Remarks Any information related to this customer


Next : Click here to learn how to add new Customer >>
 
     
 
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