CM-Cabinets Library User Guide
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    Client and Site Pages
    In This Topic

    As every job is billed to a customer/client, this is where you can set up Client account and Site information. These details will be displayed on reports.

    Client Page

    The Job Setup > Client page in the Catalog/Drawing Properties is where your customer information is created and applied to the current drawing.

    To locate information about any option on the following image, click on the area of interest.

    Job Setup : Client and Site PagesJob Setup : Client and Site PagesJob Setup : Client and Site PagesJob Setup : Client and Site PagesJob Setup : Client and Site PagesJob Setup : Client and Site PagesJob Setup : Client and Site Pages

     

    Account Number

    This is optional. The drop list uses a Client Database to prefill your customer information and grey out all following options except Account Contact. However, if you change your mind and decide to manually enter, just blank out this field and all fields will be again made available for entry.

    If you want to amend Customer Details, you will need to use the Client Table button to access the relevant details.

     

    Account Name

    Name of customer or company to bill the current job/drawing to.

     

    Address

    Billing address

     

    Contact Details

    Phone, Fax, Mobile, E-Mail

     

    Pricing Schedule

    Used to calculate the sell price and allows you to treat different customer groups with different pricing e.g. Retail, Wholesale, etc.

    The drop list allows you to select one of the four available Markup Levels set on the Pricing > Pricing/Markups page.

     

    Account Contact

    Name of the customer or other contact associated with the job/drawing.

     

    Client Table

    This button opens a Form Editor which is used to modify the Customer Details table i.e. it allows you to:-

    Customer Details Form

    Address and Contact details can be entered. The Pricing Schedule is used to calculate a Sell price.

    Customer Details   -  Click to view My Setup > Customers page

    Customer Details   -  Click to view My Setup > Customers page

    This Form and the corresponding Table can also be accessed in the Catalog/Drawing Properties My Setup > Customers page.

    The Customer Details.qlt is located in <your CabMaster folder>/Table/Customer Information folder.

     

    Refresh Table

    The Refresh Table button should be used after the Client Table is amended.

     

    Site Page

    The Job SetupSite page in the Catalog/Drawing Properties is where your customer site information, if applicable, can be entered and applied to the current drawing.

    Make Same

    The address and contact details pertaining to the site can be:-

    or

     

    Add Comment

    Clicking on this button opens an Edit Text Form allowing you to enter further comments relevant to the current job/drawing.