Customers Setup (CUS) is used to enter and maintain all of the information relating to an organization to which you supply goods or services.

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A customer is linked to a debtor/receivables or client account in the Financials ledger. This account holds all of the financial postings for the customer. When you add a new customer you can create the associated debtor/receivables account at the same time by entering all of the chart of accounts details. Alternatively, if you have already created the account, you can reference this account code to display the ledger account details.

A customer record can reference many different static data details, many of which must have been pre-defined. For example, address codes, bank details and contacts. These details are referenced in different ways, depending on whether one or more items can be referenced.

Before you add a new customer you should ensure that the following details have been defined, if they are required: addresses, payment terms, bank details, currency code, salesperson, and sales definition code.

Addresses Setup (AS) is used to record any addresses you may require throughout SunSystems. This includes your customer and supplier addresses, delivery addresses, warehouse addresses, invoice addresses, quote addresses, transport addresses, acknowledgement addressees and so on.

These addresses can be referenced on transactions and printed on any documents, for example sales orders, purchase orders, invoices, remittances and statements.

Each address is identified by a unique address code. When you add a new customer or supplier, you create the address as a separate entity and link it to the new customer or supplier details by selecting the address code.

Contacts Setup (COS) is used to identify the people you deal with during the day to day running of your business. A contact may be a member of staff for a supplier or customer, or for a third party.
A contact is identified by a unique contact code.
A contact can be linked to one or more customer and supplier records. A customer or supplier can reference many different contacts.

Contact Code
The contact code identifies the contact. This might be a shortened version of the contact's name.
Name
The contact's full name.
Title
The contact's title, for example Mr, Ms, Sir, Doctor.
Salutation
The greeting to be used on letters or documents for the contact. The salutation you enter here follows 'Dear' in the letter.
Position
The contact's position in the company or job title.
Comment
Any comments you want to record about the contact.
Base Address Code
The contact's main address as defined using Addresses Setup (AS). This code must have already been defined.
E-mail Address
The contact's e-mail address.
Telephone Number
The contact's telephone number if this is different to the one defined for the base address. For example, you might record the contact's extension number here.
Mobile Phone Number
The contact's personal or company mobile phone number.
Telex/Fax Number
A telex or fax number for the company, if this is different to the one defined for the base address.
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