Customer master file

The customer master file is used to maintain information in the accounting database that is unique to each customer. Examples of the information contained within the file are as follows:

  • Customer name
  • Customer identification number
  • Customer address
  • Contact name and phone number
  • Sales representative name
  • Customer tax identification number
  • Customer credit limit
  • Customer credit score
  • Customer payment terms
  • Customer ship-via settings
  • Past due notification flag
  • Monthly statement flag
  • Taxable flag
  • Tax exempt ID number

The information contained within this file is used to automatically populate fields in new transactions, such as customer sales orders.