Customer Vendors (CV's)

Overview

EZScale groups Customers and Vendors together and often references to them as CV's for short. Don't worry about them being grouped together. You can use the CV Type to categorize your CV's specifically as customers, vendors, both, or any way that suits you.

You get to this form by selecting Maintain | Customers & Vendors from the menu or by clicking a lookup icon on a form field associated with CV's.

The use of Customers & Vendors is optional. The maximum number of customers and vendors is unlimited.

Common Elements

The Toolbar, ID, Name and Inactive elements function the same for all forms under the Maintain menu. Default values for new records can be defined by editing the Default Record.

CV Type

CV Type lets you assign a customer or vendor type designation to the current record.

General Tab

The General tab is for recording general information about the customer or vendor.

Addresses Tab

The Addresses tab, shown below, lets you record address information for each Address Type you've defined. To view or edit different addresses, you must select them from the Address Type lookup list.

Pricing Tab

Each customer and vendor can be assigned a Pricing Level and Tax Code on the Pricing tab shown below. These levels will be used to determine the Price Per Ton for a Job when calculating Net Price and Tax Rate during Ticketing. Click here for more information on how EZScale calculates Net Price during ticketing.

Note:      The Pricing Level and Tax Code can be overridden by a Job record and/or a Purchase Order.