Customer Setup

• Master (or 1st) account is always '000'
• Multi-job accounts should be entered as follows

  job '000' becomes inactive or unused once you create the first sub job account (001-999).

  Use '001' or '999' as a General Charge Account (charge not specific to any job)

  '002-998' Use these numbers for jobs accounts

RU #3 (Screen 1)

• Sales Level Code = customer price level
  • 01 = Full Retail
  • 02-05 = Discounted from price level 1
  • 06-10 = Cost plus % customers
• Discount Code = Assigned customer discounts
  • 0 = no discount (this is the most common)
  • 1-9 = prompt pay customer discount (setup in MU #2)
• Class Code = Type of account
  • 0 = charge customer (a statement will be generated on non-0 balance accounts). This is the most common.
  • 1 = Advance Pay (no statement will be generated on this account)
  • 2 = Employee Account (no statement will be generated on this account)
  • 3 = C.O.D. (no statement will be generated on this account)
  • 4 = Delivery (Route) Sales (no statement will be generated on this account)
  • 5 = Cash Contractor Card (no statement will be generated on this account)
  • 6 = Transfer Account (no statement will be generated on this account)
  • 7 = not currently used
  • 8 = not currently used
  • 9 = Bad Check Account (no statement will be generated on this account)

RU #3 (Screen 2)

RU #3 (Screen 3)

IBS Lumber and Building Material Software Copyright © 2006 IBS Lumber Software Inc (TM)
Last modified: November 7, 2011

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Main Office 888-640-1252
Fax IBS 877-712-8937

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