Lot Customers and Lot Contacts

Lot Customers

To access, search Lots and select a particular Lot to open a Lot Card. On the Lot Card, select the menu Related and click Customers. To access the Customer List, search Customers. The List contains all Customers available for the HemeBuilder Company that you are working in.

Customers are mandatory for certain functions with Lots.

You can change a customer on a Lot at any time. Whenever you assign or change "Customer No." in the Lot, the system stores a record in the history of the lot customers. This history is shown in page "Lot Customer" which contains a non-editable grid with the Customers who were related to the Lot as home buyers.

Sometimes you will need to start posting transactions to Lots before you have a real paying customer. To allow the system to continue, create a temporary customer. People often use the name “Inventory” for this temporary customer as the Lot is in the inventory of the home builder.

The page Lot Customers has the following Actions:

• Customer Card.
  • This action opens a standard Customer Card for the selected Customer.
• Contacts.
  • This action opens the standard page with the Contacts of the selected Customer.

Lot Contacts

To access, from a Customer Card, select Action Contact, or from the Lot Card, select Menu Actions and click Contacts.

Tip

To access the Contact List with all Contacts, Search Contacts. The List contains all Contacts available for the Company you are working in.

Contacts are optional but useful. This action opens the standard page with the Contacts of the customer currently assigned to the Lot. Here you can add or remove contacts of the customer. To add the Contact, click the Add button.