Search Bar: ARIC
Menu: Customer > Inquiry > Customer
Bookmark: ARIC – Customer Inquiry
Enter the customer number or click the magnifying glass in the Customer# box to perform a search for the desired customer. Searches can also be performed by: Shipto, Group, Keyword or perform and Advanced Search as in the Customer Inquiry screen.
On the General Tab the top of the screen show Customer information. On this screen, valuable information can be found including the payment terms, customer Class and Avg Days to Pay (Avg Days Late). These are all considered when determining a credit limit and should be reviewed. The Credit Limit, Default Warehouse (customer’s home branch who is responsible for the relationship), and Outside Sales Rep are also found on this screen.
Customer Class is determined by the Gross Margin $ contributed by the customer. Class 1 is the highest Gross Margin $ to Class 5 being the least. Class 13 represents new customers, inactive customers and customers who have less than $2500 in Sales for the previous 12 months.
Avg Days Late (to Pay): is important because it represents the number of days late on average over the last year the customer has paid. TIP! An invoice can only be used in this calculation, if it has been paid. It is possible to find a customer with an Avg Days Late that is below 5 but have outstanding balances in period 5 bucket (over 90 days late). Those invoices are not calculated until they are paid and once, they are paid, will substantially increase the Avg Days Late.
Scroll down to the next section. Period Balances shows aging buckets. First bucket is the balance due in the next 30 days, followed by 1-30 days late, 31-60 days late, 61-90 days late and 90+ days late.
Future Invoice Balance is anything that is due 31+ days from now (in the future).
Service Charges are the balance of unpaid interest. Service Charges are assessed on the last day of the month at a rate of 1% of the past due balance. (So, 1% of bucket 2+3+4+5)
The customer’s total balance due (inclusive of service charges, unapplied cash and credits) is found top right in this screen.
Memo Misc. Credits represents the total of credits on the account for returned goods, manufacturer rebate credits passed to Central, Central rebate credits, etc.
Memo Unapplied Cash represents the total of all cash receipts (cash, check, credit card) that have NOT been applied.
On Order uses up credit limit. In the example picture shown, the customer has a 175,000 Credit Limit. They have only 6,587 available on their credit line. Calculation is
Credit Limit 175,000
Total Owed -167,927
On Order - 486
Available Credit 6,587
This credit available information is also displayed in the Credit Exposure Tab.
Clicking the <Order/Tax> Tab will open a window that contains information such as: Default Warehouse (customer’s home branch who is responsible for the relationship), Price Level, Outside Salesrep Assigned, Taxing information as well as the Contact Name and Phone.
Scrolling down the next section in the General Tab is Pricing and Rewards.
This screen shows Price Type, Price Level, Contact Name/Phone and Available/Pending Points.
Some of this information, but not all, is also available in the Rewards Tab where additionally the latest Credit application date is shown.
Scrolling down the next section is Statement Balances.
This section includes information like the Last Payment Amount and Date, Last Purchase Amount and Date, the two previous statement balances and On Order amount.
Scrolling down the next section is Tax Details.
Scrolling down the next and last section is YTD Balances (YTD = Year To Date)
This screen also shows the Previous Year Balances.