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Key Features
- Customer Master File
- Prospect Master File
- Vendor Master File
- Terms Code Master File
- Bank Master File
- Territory Code Master File
- Reason Code Master File
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- Ship Via Master File
- Sales Rep Master File
- Zip Code File
- Locator (Key Word Search) File
- Branch Master File
- Company Master File
- Tax Jurisdictions Master File
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| Customer Master File
The Customer Master File retains your
customer’s name, address, and telephone number. It is also enhanced with features to
include fax numbers, country code, personal sales rep’s name, multiple tax
jurisdictions to accommodate city and state tax, etc., special bill-to-address when
different than customer address, statement and service charge flags (determine whether you
wish to send a statement or charge a service charge by customer), credit limit and status,
special terms offered, ship via method, Standard Industry Code, price class, tax
information (including tax exempt number), the date you started doing business, free-form
text comments (for notes regarding customer), and label generation. Customer contact
information for purchasing, and accounts payable/miscellaneous with extra fields for their
telephone numbers and extension.
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| Prospect Master File
The Prospect Master File is similar to the
Customer Master File with additional fields for catalog type, contact date, catalog date,
and sample date to enable critical follow-up details. When a prospect becomes a customer a
simple keystroke transfers the complete file to the customer file!
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| Vendor Master File
The Vendor Master File stores vendor name and address while
including valuable specifications for vendor type (ability to categorize your vendors,
payment terms (system will automatically calculate due dates on invoices for this vendor),
ship method, average lead time for product acquisition, account number assigned to you by
vendor, date added, dictate multiple checks to vendor or consolidate purchase order name
and address if different than vendor address (works with Profi’C
Purchase Orders). Fields
for contact and Accounts Receivable telephone and fax numbers, free form text comments for
notes, hold status option, 1099 option, General Ledger account number (ties to invoice
entry automatically with option to change), division option, and fields for Federal Tax
and Reseller ID.
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| Company Master File
The Company Control Record is the
reference code used to track and coordinate data on a company wide basis. Multiple
companies may be maintained when each company is set up as a separate account. Important
information concerning your company including name and address, Federal ID Number, Shipper
Number, and Resale Number is kept. All reports and system wide company reference will
display company name as entered in this file. Also facilitates company name and address on
blank forms, Accounts Payable 1099 Forms/Magnetic Processing and payroll W2
information/forms (when Profi’C Payroll
is installed). Includes tracking of sales by current month,
current year, and previous year. When respective modules are installed, other data will
include latest order number, invoice number, Accounts Payable Check, purchase order
number, customer number, Purchase Order receipt and work order tickets.
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| Branch Master File<
Create branch locations with name,
address, telephone, and contact information. Special features include Profi’C
tracking of branch month-to-date gross, year to date gross, last year gross, month-to-date profit, and last year profit.
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| Reason Master File
The Reason Master File is used in conjunction with credits and
debits. You may set up records for damaged goods, wrong size, added tax or freight, etc.
Reason codes include option for General Ledger Account Number to automatically update the
general ledger so there is no need for you to do an additional posting. Month-to-date and
year-to-date dollars are tracked.
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