Customer Master

Revised:  4/2021

 

The Customer Master stores and maintains data on Customers that are available to use in the Accounts Receivable billing process.  In this area you will be able to add new customers and change addresses on existing customers.

 

Add a new Customer

         

1.  Select Master File and Code Entry Options

2.  Select Master File Vertical Data Entry and Changes

3.  Entry Options:  Select Customer Master

 

 

4.  Select http://help.schooloffice.com/helpconsole/SDSFinanceHelp/images/Plus_Sign.png to add a new record

5.  Update fields

 

 

•    Customer Number:  Customer Number will be auto assigned as you enter new Customers

•    Company Name:  Enter Company Name, if needed

•    Contact First Name:  Enter Contact First Name

•    Contact Last Name:  Enter Contact Last Name

•    Address Line1:  Enter Address

•    Address Line 2:  Enter Additional Address, if needed

•    City:  Enter City

•    State:  Enter State

•    Zip Code:  Enter Zip Code

•    Phone Number:  Enter Phone Number

•    Extension:  Enter Extension, if needed

•    Fax Number:  Enter Fax Number

•    Email Address:  Enter email Address

•    Active YN:  “Y” for Active, “N” for Inactive

 

 

Edit a Customer

1.  Select Customer Master

2.  Update Customer fields

 

 

3.  Select Save