Individuals will have only one AR record, but can have multiple order entry records. The AR record provides information that will be used for the majority of their orders, such as shipper. You can change these specifics on the order entry record.
To view the AR Tab, Right Click on the Individual Screen and select Orders.
SAMS automatically inserts the ID from the individual’s record. This can not be changed.
Enter the default AR type for this individual. This is an open-ended field and you can enter whatever you want. For example, if they will be buying advertising from you the majority of the time, enter “ADV”. This will help you when you are printing reports for breakdown information.
Enters the initials of the sales person.
Enter the default tax rate this individual will be paying. This amount is entered as a percent.
Enter a check mark if this individual is taxable.
SAMS auto-fills this information when you add this record. It is pulled from the Individual Record and can be changed.
SAMS auto-fills this information when you add this record. It is pulled from the Individual Record and can be changed.
SAMS auto-fills this information when you add this record. It is pulled from the Individual Record and can be changed.
SAMS auto-fills this information when you add this record. It is pulled from the Individual Record and can be changed.
SAMS auto-fills this information when you add this record. It is pulled from the Individual Record and can be changed.
Enter the initials for the primary shipping company.
Enter the discount percent if any that will be given to this individual. The discount % will be carried forward on every invoice.
Enter the interest amount that will be charged if payment of this invoice is late.
Summary of all outstanding invoice amounts. The amount is automatically calculated and cannot be changed from this screen.
Summary of all outstanding invoices that might have a partial payment only.
Summary of all outstanding credits.
Summary of all outstanding invoice total amounts.
Enter the payment terms for this individual. For example, due on receipt, net 30, etc.
This grid allows you to see all invoices for this individual. To see the detail for each, click the plus sign next to each order. To select a specific order, double click on the one you would like to view.