Prospect Tab

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.

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.
Bill To

This is the prospective customer’s billing address.
Ship To

This is the prospective customer’s ship to address.

Depressing this button will allow the user to add a new customer contact.

Depressing this button will allow the user to delete a customer contact. 
Last Name

This is the last name of the customer contact.
First Name

The first name of the customer contact.
Title

This is the title of the customer contact, such as Buyer, etc.
Phone

This is the phone number of the customer contact.
E-mail This is the E-mail address of the customer contact.
Fax This is the fax number of the customer contact.