Business Contacts
Business Contact Record Card
The humble Business Contact Record Card has now become a tool of great power.
The first tab contains the customary name and address details for your contact. Check the Customer? box if appropriate. Where matters relating to customers are processed (Sales Orders, etc.), only contacts ticked in this way will be processed. However, customers will be flaggeded as suppliers too, because very often (particularly in contract manufacturing) they can be both.
If the record card is for a supplier, and you check the Delivery Schedules Accepted? check box, all materials for which this supplier is selected will show a check box on their Stock Record Cards which will allow you to permit schedules for that item.
If you check the STOP Purchases? check box, no items from this supplier will be purchased, although they will be shown on the Proposed Purchase Listings, flagged as Stopped.
The second tab is where you keep your Contact Details and sundry account information. The Notes Tab is where, as on other record cards, you can keep notes about this specific entry - this business contact.
The Message Tab contains a free entry edit box as does the Notes Tab, but anything you type in here will appear as a Message on Purchase Orders generated for this supplier. You can select whether or not this message is Next Order Only.
Next comes the Materials Tab which lists all of the Stock File items which show this supplier as one of the three suppliers for those materials, so you can see at a glance everything you can buy from each supplier. The Default Supplier (if not this supplier) is shown for each item.
The POs Tab lists all outstanding Purchase Order items for this contact, with original order quantity, the balance due and due date all shown.
Similarly, the SOs Tab lists the Sales Orders and Active Production Jobs for this contact.
The List Tab provides a list of all contacts on the file, and finally, the Stopped Tab lists all the suppliers whose Stop Purchases? box is checked.