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

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.

Important Notes:

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