If your Micronet system is set to auto customer numbers, Micronet automatically allocates the next available debtor number. If not, you need to create the debtor number using the same format each time. For example, your management may have chosen to use the first three letters of the surname or business name, followed by a number sequence, etc.

If the customer is a person, enter the customer's first name followed by their last name. If the customer is a company, enter the company name.

You must enter a name.

Enter up to five lines of postal address details for the customer, e.g. unit number, street address, suburb and state.

Enter the nearest cross road for the debtor’s address.

Enter the customer's postcode. This enables postcode sales reporting or searching by postcodes.

Enter the customer's phone number. You must enter at least one phone number for a debtor. If you only know the customer's mobile number or work number, enter it in this field.

Enter the customer's mobile phone number.

Enter the customer's fax number.

Enter the customer's work phone number.

If the customer is a person, enter the salutation, e.g. Mr, Mrs, Ms, etc.

Micronet displays the first name entered in the Name field. You can change this if required.

Micronet displays the last name entered in the Name field. You can change this if required.

Enter the debtor's email address.

Enter the customer's default sales territory if required, or press Tab or Enter to select a sales territory. This allows grouping of customers into sales territories or regions for reporting and analysis.

If this debtor has a central account, enter the central debtor. This might apply, for example, to a local debtor with a central head office. The central account is the account to which invoices are sent.

A central account must exist as a normal debtor’s account before it can be used.

If you set or change the central account on a debtor and transactions already exist for the debtor, you will be prompted to update those transactions. Selecting Yes to the prompt updates posted transactions like invoices and payments. It also updates unposted transactions including picking slips, paperless slips, quotes and held invoices.

Enter the number of the default salesperson for this customer. You can also press spacebar then Enter to select a salesperson. Micronet displays the salesperson’s name.

Enter the default discount matrix for this debtor. You can also press spacebar then Enter to select a discount matrix.

Enter the default class for this debtor. You can also press spacebar then Enter to select a class.

This field gives you an alternative means of grouping customers for reporting/inquiries.

Select the default price group for this customer:

• Price Group 1 – this is generally used for wholesale customers
• Price Group 2 – this is generally used for retail customers.

Pricing is retrieved during invoicing from the Inventory master file based on this price group.

The prices for these price groups are setup on the Item Update screen - Sell Price tab – see "File - Inventory - Sell Price".

Micronet displays TAXABLE in this field. This applies to all customers liable to pay GST or sales tax. The following exceptions apply:

• if the customer wants to provide a standing tax number that is applicable for a given period of time, enter that number
• if the customer is an export customer (where you are exporting products), enter EXPORT in this field to prevent Micronet from adding GST to invoice sales value, and to ensure Micronet posts correctly to GST reports.

Any entry in the tax number field other than TAXABLE is treated as GST exempt.

Select the default sell price break for this customer. Micronet displays this default as the sell price during invoicing.

If you have set up standing orders for this debtor, enter the default customer run number.

For more information on standing orders, see "Sales - Standing Orders".

Enter the customer’s credit limit.

Enter the number of days by which invoices must be paid.

Select Yes if backorders are allowed for this customer, or No if they are not.