BrokerForce Customer Form

The Customer Form

Customer contacts, orders, and their vendors' customer numbers are consolidated in one place.

Since the current order on the Orders form is with Little Shop of Hors D'oevres, the application anticipates that this is the customer record that will be needed when this tab is selected. In a similar manner, Hors' Doevres Inc., the parent company, would become the current record if the user selects the Parent tab.

Click the Parent, Customer, Vendor etc.. tab to view the different forms. Points of interest are noted below each form. Customer Form

Jump to an order with details by double clicking an order from the OrdersList tab

Double clicking a contact's name on the Contacts List jumps to the contact's detailed record.

Assign Customer Numbers and qualify a customer for a vendor's price list. Up to six price lists can be maintained with descriptions like "wholesale", "distributor", or "Zone 5". Any number of contract prices are allowed.

Assign a representative to the account for commission tracking and reporting.

Hyperlink to the customer's web page or to a local document using the URLink.

Report Item Sales Totals, Item Sales by Month, comparative sales, and open orders from the customer's perspective.

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