Access Customers Account Tabs

Learn more about the information contained in an AR Customer Account by clicking on the tab title.

Set additional defaults for the account by using the Info tabs within the account.

  • Info General- Account relationships, Buyers and Valid Split Customers.
  • Info Tax- View and set the tax status for the account.
  • Info Settings- Set account preferences for invoices, statements and payment application.
  • Info Licenses- Find and set information regarding chemical and technical licenses.
  • Info Applicators- View the chemical Applicators associated with the account.
  • Info Demographics - Record demographics about the account.
  • Info Delayed Terms- View and set any Delayed Terms programs for the account.
  • Info Web Login- View all Web logins associated with the account.
  • Info Splits- Create, Review or Edit predefined Customer splits for use on Orders and Batches
  • Info Fuel Accounts- All Fuel Imports reference the Fuel Card IDs found on the Customer account.
  • Info Fuel Discounts-Add customer specific Discounts on Fuel Items
  • Info VFDs- All the Veterinary Feed Directives for VFD flagged items entered for a Customer are available for review.
  • Info Customer Codes- A method of grouping Customers together
  • Info Field Reps- View the Field Reps associated to the account who will earn commission on qualified Sales.

Ship To- View, add or delete shipping addresses.

Credit- Review and set Credit terms for the account.

Stored Cards- If using the Quaterion processing system, card information can be stored. Learn how to add a Stored Card here.

Status- An Accumulator for balance information. AR Trans- Accumulates information regarding Account Receivable transactions.

AR Trans- All Accounts Receivable transactions for an account

Receipts- View or reverse Customer payments on account.

Equity- Information regarding Patronage for the account.

Activity- View activity history for Item, Sales, Orders, Batches, Fuel and Lot Tracking.

JDF Trans- Populates with information if the Customer uses JDF Multi-Use.

PPDs- View all open Prepaids for the account.

Bookings- View all open Bookings for the account.

Contacts-  Records all entered Contacts with the account.

Grain- View stored grain receipts.

Loyalty- Track all transactions that awarded or redeemed loyalty points.

Images- View any attached scanned images.

Tax Exempt Items- View, Add or delete any items the customer is tax exempt.

Oil & Energy - View all Tanks, Delivery information and contracts. This tab is only active if Oil & Energy is enabled in Merchant Ag FIN > Access Parameters.

Commodities & Grain Merchandising- Active for Locations utilizing Commodities & Grain Merchandising enabled in Merchant Ag FIN > Access Parameters.