The Code of the customer is a logical combination of characters and/or numbers making it possible to easily find the customer in the Customer file. Example:CAYMANPARTNER for "CAYMAN & PARTNERS". This Code will enable You to easily find a customer by typing the Code or part of this Code followed by a wildcard (*). Example, after You have encoded the customer, type: CA* to carry out a search, then key ENTER or Tab. You will see a window containing All the customers classified alphabetically starting from 'CA', Just point to the customer using the arrows then ENTER or click the mouse at the customer's name.

For certain countries, clients will have a VAT ID number. If this is the case, the encoding of the VAT number will be controlled by a mathematical formula that won't accept wrong numbers. The first two characters determine the country or dep.

The usual and indispensable like Name, Address, Phone, etc…

This field can contain specific codes for your company in order to carry out a personalised filtering, to mark or to classify some products. In the lists product, customers or movements, the selections of extractions or tracings are laid down.

Total amount net of VAT for this customer or supplier of closed invoices less the credit-notes. The update turnover is done at the time of the first printing of the doc. By reopening the document, the opposite operation occurs. See menu:Tools->Reorganisation->Turnover customer(s) or Supp.

Total VAT amount All- inclusive less the deposit of the customer or supplier for All the documents whose payment type is not filled. The update is effective when the payment is encoded. See menu:Tools->Reorganisation->Balance customer(s) or Supp.

The INTRACOM CODE, country code and transport will be used to establish your Intracom listing automatically.

This field makes it possible to limit the authorised maximum credit limit for a customer. This credit is calculated on the basis of total of the open sales and not paid documents. If this field is to 0, EasyForYou does not take use the limit.

This Code can be that of the customer used in another accountancy software.

It is the customer's language which will be used to generate and to print the documents. This can be different from the language of the user.

It is the currency which will be used again by default at the time of the addition of a document for this customer or supplier. The currency rate can be modified in the document. This value is proposed by default during the creation of a document and can always be adapted. With the creation of a new document, if the currency of the customer is different from the currency by default (Tools - > Parameters), the VAT ID codes of the currency record precede.

Usual type of payment for this customer or supplier. Notice: In a document, if the type of payment is encoded, the document is regarded as "already paid" and is no longer a part of the "Unpaid" documents. This value is proposed by default during the creation of a document and can always be adapted. Printing of the type of payment in a NOT paid document : to choose in the menu : File->Customer->Payment

This discount will be used again by default on All the documents drawn up with this customer or supplier. This discount remains adaptable in the document. This value is proposed by default during the creation of a document and can always be adapted.

This code is used to calculate the profits made by a salesman or to list the customers of a salesman etc…

Number of days for the automatic calculation of the expiration date of the documents. This value is proposed by default during the creation of a document and can always be adapted.

Default number of copies to print the documents for this customer. This value is proposed by default during the creation of a document and can always be adapted.

The customer Price-Level from 1 to 5 is related to the selling price from 1 to 5 in the Product-Form. If a customer is allotted code 4 for product added in a document, price level 4 which will be used by default This value is proposed by default during the creation of a document and can always be adapted.

The COUNTERPART and Ledger account (general accounts sales and purchases in accountancy) can be encoded and can be used for a possible connection of "Easy For You" to accountancy software. The default code can be modified in the menu Tools -> Parameters. This value is proposed by default during the creation of a document and can always be adapted.

The category of a customer can be related to one or more categories of products for a specific calculation of the price of the products by category. This field allows show specific categories according to the customer in the E-Commerce See menu:File->Categories->Customer (Category E-Shop)

Input or modify here the password which makes it possible your customers to place order with the E-commerce (EFYESHOP) The login for E-commerce is the customer Code.

In this field, put the number of a document in which you can encode products with special prices. At the time of a sale relating to the customer, if one of the market products is present in the referred document, it is this price (and discount) of the referred document which will be shown and which will have priority on the other price calculation.