Customers
Customer Master – Account / Layby Customers
The Customer Master screen allows you to manage all essential information for individual customers, including Account and Layby customers. This screen forms the core of customer setup, tracking, and account management in Ramsys.
Account customers are businesses or individuals who purchase goods on credit and settle their balance later. These are flagged with Account Type = "C" (Credit Account), and can have transactions like sales, payments, and journals applied to their balance.
Layby customers may pay off goods over time before collection. These are flagged with Account Type = "L" (Layby Account). While the screen is shared, Layby-specific settings are typically driven by sales processing rules, not fields on this screen.
Using this screen, you can:
Set credit terms
Track balances and payments
View customer performance and transaction history
Manage contact and delivery details
Screen Overview
|
Field |
Description |
|
Cust No |
Unique customer identifier, auto-generated or assigned manually |
|
First Name / Surname |
Customer’s primary name information |
|
Company Name |
Business or organisation name if applicable |
|
Contact Name |
Secondary contact person for account follow-up |
|
Address / Postal Code |
Full delivery or billing address |
|
Phone / Mobile |
Primary contact numbers |
|
|
Used for statements, invoices, and marketing |
|
Date Started |
When this customer was added to the system |
|
Last Date |
Most recent sale or transaction date (auto-calculated) |
|
Last Payment |
Date of last payment received |
|
Location |
Store or branch code that manages this customer |
|
Club Number |
Used for loyalty/CRM segmentation (optional) |
|
Status |
User-defined status for customer control (e.g., Active, Hold) |
|
Account Type |
"C" = Credit Account, "L" = Layby customer |
|
Balance |
Running balance of unpaid invoices or charges |
|
Discount |
% discount automatically applied to all sales for this customer |
|
Credit Flags |
|
|
⬜ Discount is applied Sales-Discount |
Indicates system should apply discounts at sale level |
|
⬜ Account is used for instore Purposes |
Internal or staff account, not a normal customer |
|
⬜ This is a Commercial Account |
Tags customer as a business (may affect pricing) |
|
Maximum Credit Value |
Optional limit for how much the customer can owe |
|
Trade Level |
Used to group pricing or promotional tiers |
🔹 Notes for Account / Layby Use
Transactions (sales, payments, journals) will affect the Balance field.
Account customers must have payments applied regularly via the Take Payment option or the Transactions section.
Reports like Account/Layby Report or Debtor Movement can be used to monitor outstanding balances and customer performance.