Learning about Customer Numbers

Using and Assigning Customer Numbers

It is important to note that WinTeam does NOT require a unique Customer Number for each location that you provide service for. You basically set up Customers for the sole purpose of billing.

Example

XYZ Company has three locations. XYZ wants all Jobs billed to XYZ Company.

Customer Number 10111

XYZ Company

605 S 8th Street

Omaha NE 68127

Job (location of service provided)

  • 10111 Jones Realty Company
  • 101111 Valley Bank
  • 101112 Woolworth Store

Posting payments is much easier if only one customer number is used. Normally the customer will include payment for invoices from multiple Jobs. You may post payments by selecting only one customer.

Changing Customer Numbers

In order to change a Customer Number you must have rights to the AR: Customer Master File screen with the Can Change Master Number feature selected,

If you are on existing Customer Master File record and you enter a Customer Number that does not match an existing record, you are prompted to confirm the Customer Number change. Normally, you would not change the Customer Number.

Setting Up Customer Numbers

Use a series of numbers when setting up Customers for the first time (Example 1000 or 10000). Customer Numbers cannot exceed 8 characters.

Formatting and Sorting Customer Numbers

Customer Numbers are sorted numerically and alphabetically in ascending order (rather than consecutive), so when you generate reports using Customer Number as a sort option the report will sort as follows:

1

10

100

1000

2

20

200

2000

If you use alpha characters, the system will sort numbers, followed by alpha characters.

1

10

100

100a

100b

200

Alphagraphics

Tip:  Entries beginning with numbers are sorted first. If two or more index entries begin with the same character, the program evaluates the subsequent characters in each one to determine which should come first.

Where are Customer Numbers used in WinTeam?