In the Client Size window, you can set up a list of the different sizes of your clients’ projects.
For example, a developer might use the following list to classify the size of house built for a client:
|
Client Size # |
Size Description |
|
1 |
< 1500 sq. ft. |
|
2 |
1501–2000 sq. ft. |
|
3 |
2001–2500 sq. ft. |
|
4 |
> 2501 sq. ft. |
Or, an electrical contractor might use the following list to classify service panels by ampere:
|
Client Size # |
Size Description |
|
1 |
< 1000 amp |
|
2 |
1001–2000 amp |
|
3 |
> 2001 amp |
| 1 | Open 3-6 Receivable Clients. |
| 2 | Click the Sales and Marketing tab. |
| 3 | On the right side of the window, next to the Size drop-down, click the detail button. |
| 4 | The Client Size List window opens. |
| 5 | In the Client Size# text box, enter the client size number. |
| 6 | In the Size Description text box, enter a brief statement about the client size. |
| 7 | Repeat steps 5–6 for each size. |
| 8 | On the File menu, click Save. |
|
Setting up receivable client status Setting up receivable client types Setting up receivable client product lines Setting up receivable client lead sources |
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.