Prospect Tab Field Definitions
Prospect screen is where you have the ability to set up a prospective Customer into the system. Then when needed Transfer the Customer information directly into the Customer Information module.
| Prospect |
This is the name of the new prospective customer |
| Phone |
This is the phone number of the prospective customer |
| Fax |
The is the fax number of the new prospective customer.
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This button is used to transfer the prospect information into the Customer Information module.Note:If you set up the customer in this way, you will still have to go into the Customer Information module to set up FOB, Ship Via, Ship Charge, Account Number, Transit Days, Delivery Time, Sales Tax, Shipping Charge Tax, Territory, Sales Discount Type, Reseller Number, Terms, Credit Status, Credit Limit, Shipping Instructions and Profile.
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| Bill To |
This is the prospective customer’s billing address.
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| Ship To |
This is the prospective customer’s ship to address.
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Depressing this button will allow the user to add a new customer contact.
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Depressing this button will allow the user to delete a customer contact.
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| Last Name |
This is the last name of the customer contact.
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| First Name |
The first name of the customer contact.
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| Title |
This is the title of the customer contact, such as Buyer, etc.
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| Phone |
This is the phone number of the customer contact.
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| E-mail |
This is the E-mail address of the customer contact. |
| Fax |
This is the fax number of the customer contact. |
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