Entering receivable clients
Be sure to enter all the important information regarding receivable clients. Entries made in the 3-6 Receivable Clients window are used for other functions, such as fax and email scheduling.
Important! Sage 100 Contractor uses information entered on the 3-6 Receivable Clients window and Vendors window for other functions such as the scheduling and sending of faxes and email messages. If fax numbers and email addresses for clients are not entered in these windows, then client and vendor contacts do not appear on the fax and email distribution lists.
To enter a receivable client:
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1
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Open 3-6 Receivable Clients. |
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2
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In the data control text box, enter the client number. |
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3
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In the Client Name text box, enter the full client name. |
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4
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In the Short Name text box, enter a brief name for the client. |
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5
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In the Status list, click the client status. |
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6
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In the Type list, click the client type. |
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7
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On the General Information tab, do the following: |
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a
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In the Address 1, Address 2, City,State, and Zip text boxes, enter the address information. |
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b
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In the Cross Street text box, enter the nearest cross street. |
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c
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In the Map Location text box, enter the map coordinates. |
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d
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In the Tax District list, click the sales tax district. |
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e
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In the Due Terms text box, enter the cycle for the date when the invoice is due.
In Sage 100 Contractor, a cycle is represented by ##DY (a number of days), ##MO (a number of months), and ##TH (a specified day every month). You replace the ## symbols with the number of days or months, or the day of the month for the processing cycle. For example: - 30DY means due every 30 days.
- 02MO means due every two months.
- 25TH means due on the 25th day of each month.
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f
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In the Discount Terms text box, enter the cycle by which payment must be received for the discount to apply. |
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g
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In the Discount Rate text box, enter the discount rate. |
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h
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In the Finance Rate text box, enter the annual finance rate. |
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i
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In the Contact grid, do the following: |
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i
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In the Contact Name text box, enter the contact's name. |
Important! The first contact in the list is considered to be the primary contact in reports.
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ii
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In the Job Title text box, enter the contact's job title. |
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iii
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In the Phone# text box, enter the contact’s telephone number. |
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iv
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In the Extension text box, enter the contact's telephone extension, as necessary. |
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v
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In the Email text box, enter the contact's email address. |
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vi
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In the Cell# text box, enter the contact’s cellular number. |
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vii
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In the Fax# text box, enter the contact’s fax number. |
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viii
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In the Other# text box, enter the contact’s other telephone number. |
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ix
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In the Other Description text box, enter the contact’s other telephone number description. |
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x
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In the Notes text box, enter any applicable notes about the contact. |
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8
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On the Other Addresses tab, do the following: |
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a
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In the Bill Address 1, Bill Address 2, Bill City, Bill State, and Bill Zip text boxes, enter the billing address information. |
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b
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In the Ship Address 1, Ship Address 2, Ship City, Ship State, and Ship Zip text boxes, enter the shipping location information. |
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9
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On the Billing and Payment tab, do the following: |
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a
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In the Credit Card Type text box, enter the type. |
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b
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In the Credit Card# text box, enter the client’s credit card number. |
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c
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In the Cardholder Name text box, enter the name as it appears on the credit card. |
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d
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In the Expiration text box, enter the date of expiration. |
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e
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In the Discount text box, enter the client's discount rate (%) on products. |
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f
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In the PO# text box, enter the purchase order number for service invoices. |
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g
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In the Sales Tax Exempt# text box, enter the sales tax exemption number for service invoices. |
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h
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Under Part Billing Basis, select how you want to bill the client for parts. |
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10
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On the Sales and Marketing tab, do the following: |
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a
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In the Purchase text box, enter the date of the last product purchase. |
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b
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In the Received text box, enter the date you received the sales lead. |
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c
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In the Call Back text box, enter the date when the account manager should next call the client. |
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d
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In the Contact text box, enter the date when the client was last contacted. |
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e
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In the Reference text box, enter the date when you last contacted the client for a reference. |
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f
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In the Greeting text box, enter a greeting or name that you want to use for client documents. |
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g
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In the Mail Piece, click the type of mail piece last sent to the client. You must manually update the information in the Mail Piece text box. |
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h
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In the Date Mailed text box, enter the last piece of mail that was mailed to the client. You must manually update the information in the Mail Piece text box. |
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i
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In the Product list, click the last product purchased by the client. |
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j
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In the Source list, click the source of the lead. |
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k
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In the Area list, click the region where the client is located. |
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l
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In the Size list, click the company size. |
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m
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In the Mail List list, click the mail list. |
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n
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In the Manager text box, enter the employee number for the employee managing the client’s account. |
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o
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In the Salesperson text box, enter the employee number for the employee who sold the account. |
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11
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(Optional) In the User Def , User Def2, User Def3, User Def4, and User Def5 text boxes, enter the user-defined information as necessary. |
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12
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On the File menu, click Save. |
More resources
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.