TDCI System

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====== Client Master File Profile ======
This section is the Client Master File Profile. This form contains the fields for creating a __client record__. 

**Overview:** Client Master File Profile have two groups that states information about the client. such as, 

**Customer Information Tab**

  * Chain Name - parent field to group related contacts
  * Contact Code – system generated code; combines contact name and company name
  * Contact Name – name of client who request for requirements 
  * Company Name – name of client’s company or store
  * Contact Position – position of contact in the company
  * Office Address – address where can the contact can be met
  * Fax no. – number for sending quotation or offers
  * Mobile number – number
  * Email address – email for sending offers
  * Status – active or inactive; active are items available for selection in other modules
  * Remarks – additional notes

**Billing Information Tab**	
 
  * Business Name – name of registered business for billing
  * TIN no. – tax identification number of the business
  * Contact Person – contact person for collection
  * Position – position of contact in the company
  * Billing Address – address of billing and collection
  * Fax no. – number for sending statements
  * Mobile number – number of contact person for follow-up regarding outstanding balance
  * Email address – email for sending statements
  * Remarks – additional notes

**Invoice Tab**
  This tab shows created invoices under the client account
  
**Payment Terms**

  * DP Requirement – assigned PI percentage as down payment needs to be collected to proceed with delivery
  * DP Remarks - notes on down payment
  * Default Payment Terms - assigned payment terms for the client
  * Hold Order - yes or no option, yes option prevent deliveries and new PI related to the client

**Maintaining Client Master File Profile:**

Web system client master file record should be kept up to date with accounting's client records and with client's current information. 

System verifies users about updating billing information every time they change PI status to "For SI", this help ensure that billing information is correct and up to date before processing formal billing requirement

**Important Notes:**

Billing information is required for invoicing. Information should be accurate before giving accounting department an instruction to make sale invoice.

Follow this link to see [[module:masterfile:client:list|Client Master File List]] general instruction page
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