Detail Section

From the Customer Module, you can manage and modify customer information.

To do so,

1. From the Customer Module > Customer > Find Customer. The Customer list screen will be displayed.

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2. Select a customer. The Customer form will be displayed.
3. In the General Tab, modify the values in the Detail Section as needed.

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   The available fields are as follows:

   Fields	Description
   Customer Name	Customer identity
   Class Code	Assigned class template that determines the default information of a customer (e.g. Payment Terms, Shipping Methods, Tax Schemes, etc.).
   Customer Type	Classifies the customer into defined types.
   Credit Hold	Checkbox. Tick to place a customer account on hold due to exceeding the assigned credit limit or other payment deficencies.
   Active	Checkbox that, If checked, the customer’s records are placed under the Active tab. If not, the customer’s records are placed under the Inactive tab.
   Allow Back Order	Checkbox that, if checked, the customer will be allowed to have back orders. If not, the customer will be prompted that there is no available stock for the item he wants to order.

For related information, please see the Edit and Maintain Customer Billing Information online documentation.