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The client customer module maintains customer details prior to becoming a debtor.

The customer details are maintained by the salesman who may not have access to the debtors module.

A salesman uses the customer file to records details such as visit, catalogue, physical address details  etc.

The existence of a customer will allow a salesman to send a quote but not create a sale or a job without being a debtor.


A customer record must exist before a debtor record can be established.

If the user has access to the debtor system then the customer details are copied to a new debtors master record.

The customer address details must be the physical address for the salesman to visit (not the PO box).