Customer Group

This form is used to manage customer group data.

CUSTOMER GROUP (Daftar)

CUSTOMER GROUP (Form)

General

The general section contains several inputs that end users can populate:

• Code
  The code input is required.. The code input can be used as a filter on the main list form..
• Description
  The description input is required.. The description input can be used as a filter on the main list form..

Posting Account

The posting account section contains several inputs that end users can populate:

• Accounts Receivable
  The accounts receivable input is required.. The accounts receivable input can be used as a filter on the main list form..
  • This field searches table account (form Chart of Accounts). Open the dropdown, type a keyword, and pick the desired record.
• Reward Expense
  The reward expense input is required.. The reward expense input can be used as a filter on the main list form..
  • This field searches table account (form Chart of Accounts). Open the dropdown, type a keyword, and pick the desired record.
• Sales Discount
  The sales discount input is required.. The sales discount input can be used as a filter on the main list form..
  • This field searches table account (form Chart of Accounts). Open the dropdown, type a keyword, and pick the desired record.
• Gain/Loss on Receivable Write-off
  The gain/loss on receivable write-off input is required.. The gain/loss on receivable write-off input can be used as a filter on the main list form..
  • This field searches table account (form Chart of Accounts). Open the dropdown, type a keyword, and pick the desired record.

Rules

The rules section contains several inputs that end users can populate:

• Sales Discount
  The sales discount input can be used as a filter on the main list form..
  • Options are loaded from table salesdiscrules (form Sales Discount Rules). The default value follows the Role User form, but you can choose another item. You may select more than one option.
• Product Gift
  The product gift input can be used as a filter on the main list form..
  • Options are loaded from table salesproductrewardrules (form Gift Reward Rules). The default value follows the Role User form, but you can choose another item. You may select more than one option.
• Points
  The points input can be used as a filter on the main list form..
  • Options are loaded from table salespointrewardrules (form Point Reward Rules). The default value follows the Role User form, but you can choose another item. You may select more than one option.
• Payment Discount
  The payment discount input can be used as a filter on the main list form..
  • Options are loaded from table paymentdiscrules (form Payment Discount Rules). The default value follows the Role User form, but you can choose another item. You may select more than one option.

Others

The others section contains several inputs that end users can populate:

• Created By
  This input is read-only and only displays data from system.. The created by input can be used as a filter on the main list form..
  • This field shows the user code that created the record and is filled automatically.
• Modified By
  This input is read-only and only displays data from system.. The modified by input can be used as a filter on the main list form..
  • This field shows the user code that last modified the record and is filled automatically.
• Last Modified
  This input is read-only and only displays data from system.. The last modified input can be used as a filter on the main list form..
  • This field displays a timestamp that is populated automatically.

Additional Fields

The additional fields section contains several inputs that end users can populate:

• Customer
  • Add Customer entries via the [+ New] action (or [+] icon on mobile). The dialog that appears contains the fields described in Customer.

Customer

This form is used to manage customer data.

CUSTOMER (Daftar)

CUSTOMER (Form)

General

The general section contains several inputs that end users can populate:

• Code
  The code input is required.. The code input can be used as a filter on the main list form..
• Name
  The name input is required.. The name input can be used as a filter on the main list form..
• Address
• Shipped To
• Customer Group
  The customer group input is required.. The customer group input can be used as a filter on the main list form..
  • This field searches table customergroup (form Customer Group). Open the dropdown, type a keyword, and pick the desired record.
• Price Level
  The price level input is required.. The price level input can be used as a filter on the main list form..
  • Select one of the available options.
  • Available options:
    • 1
    • 2
    • 3
    • 4
    • 5
    • 6
    • 7
• Credit Limit
  The credit limit input can be used as a filter on the main list form..
  • Enter numeric values into credit limit.
• Credit Limit Type
  The credit limit type input can be used as a filter on the main list form..
  • Select one of the available options.
  • Available options:
    • Invoice Amount Limit
    • Invoice Quantity Limit
• Payment Term
• Taxable
  The taxable input can be used as a filter on the main list form..
• Taxpayer ID
• Tax Registration Date
  • This field captures a date. It defaults to today, and you can select another date from the picker or type it manually.
• Active
  The active input can be used as a filter on the main list form..

Rules

The rules section contains several inputs that end users can populate:

• Sales Discount
  The sales discount input can be used as a filter on the main list form..
  • Options are loaded from table salesdiscrules (form Sales Discount Rules). The default value follows the Role User form, but you can choose another item. You may select more than one option.
• Product Gift
  The product gift input can be used as a filter on the main list form..
  • Options are loaded from table salesproductrewardrules (form Gift Reward Rules). The default value follows the Role User form, but you can choose another item. You may select more than one option.
• Points
  The points input can be used as a filter on the main list form..
  • Options are loaded from table salespointrewardrules (form Point Reward Rules). The default value follows the Role User form, but you can choose another item. You may select more than one option.
• Payment Discount
  The payment discount input can be used as a filter on the main list form..
  • Options are loaded from table paymentdiscrules (form Payment Discount Rules). The default value follows the Role User form, but you can choose another item. You may select more than one option.

Others

The others section contains several inputs that end users can populate:

• Category
  The category input is required.. The category input can be used as a filter on the main list form..
  • Select one of the available options.
  • Available options:
    • Individual
    • Company
• Default Sales Representative
  The default sales representative input is required.. The default sales representative input can be used as a filter on the main list form..
  • This field searches table salesman (form Sales Representative). Open the dropdown, type a keyword, and pick the desired record.
• Points
  The points input can be used as a filter on the main list form..
• Phone
  The phone input can be used as a filter on the main list form..
• Facsimile
• Mobile Phone
  The mobile phone input can be used as a filter on the main list form..
• Email
  The email input can be used as a filter on the main list form..
• Website
• Personal Contact
  The personal contact input can be used as a filter on the main list form..
• Country
  The country input is required.. The country input can be used as a filter on the main list form..
  • This field searches table countries (form Country List). Open the dropdown, type a keyword, and pick the desired record.
• Registration Date
  • This field captures a date. It defaults to today, and you can select another date from the picker or type it manually.
• Active Until
  • This field captures a date. It defaults to today, and you can select another date from the picker or type it manually.
• Religion
  The religion input can be used as a filter on the main list form..
  • Options are loaded from table religions (form Religion List). The default value follows the Role User form, but you can choose another item.
• Gender
  The gender input can be used as a filter on the main list form..
  • Select one of the available options.
  • Available options:
    • Male
    • Female
• Date of Birth
  The date of birth input can be used as a filter on the main list form..
  • This field captures a date. It defaults to today, and you can select another date from the picker or type it manually.
• Image
  • Use this field to add, replace, or delete an image/photo. Images may come from local files, pasted URLs, or the device camera. After the preview appears you can resize or adjust it, then click [Upload image to server] to upload before closing the dialog.
  • Allowed formats: .jpg, .jpeg, .png, .webp · Target size: 200px × 200px · Uploaded files will be converted to jpeg.
• Created By
  This input is read-only and only displays data from system.. The created by input can be used as a filter on the main list form..
  • This field shows the user code that created the record and is filled automatically.
• Modified By
  This input is read-only and only displays data from system.. The modified by input can be used as a filter on the main list form..
  • This field shows the user code that last modified the record and is filled automatically.
• Last Modified
  This input is read-only and only displays data from system.. The last modified input can be used as a filter on the main list form..
  • This field displays a timestamp that is populated automatically.