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.

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:-

to add a new customer,
amend/modify a customer selected from the drop list,
or delete a customer.

Example of 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

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 Setup > Site 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:-

made the same as details set on Client page by ticking the checkbox.

or

set to a different address and contact details by unticking the checkbox and entering new details.

Add Comment

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

These will be printed on reports if the Job Notes/Comments checkbox is enabled. The following example has this option ticked on the Board report.