The customer tab contains billing information, the default settings for new records and the contact list. The mark up percentages forward into the respective other tabs for material summary, NRE, and labor. The option to enforce minimum order quantities forwards into the Material 1 tab.
Customer tab field definitions
| Quote To |
This is defaulted in from the Bill To default address setup in the Customer Information module. The user may change the address by depressing the down arrow next to the Quote To box, and making another selection. |
Default Settings for New Records
| Material Markup |
The markup percentage which will forward to the Material Summary tab. |
| Material Scrap |
The percentage of the component for scrap.(If there is a scrap percentage in the customer setup section, that scrap will be applied to all of the items in the Material 2 tab. The Material 1 tab will first look at the inventory master and if the scrap is NOT zero, place the item master scrap in the quote line item. If it is zero in the item master, the scrap value in the customer setup section of the quote will be used.) |
| Tools/Fixture Markup |
The markup percentage which will forward to the NRE tab.
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| Labor Markup |
The markup percentage which will forward to the Labor tab.
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| Refresh Markup & Scrap |
When any of the Markup fields are changed, depress this button and the new percentages will be applied to all existing parts for all Products within that quote. |
| Enforce Min Ord on Existing Parts |
Minimum Order is the smallest number of the item that can be ordered from the supplier in one PO.For instance, Surface Mount components on a reel usually have a minimum order of 1000 items or more.Checking this box will enforce the minimums. This forwards to the Material 1 tab.
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| Contacts |
The name and phone information for the contacts setup for this specific customer in the Contacts Information module.
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