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Credit Codes [FM]

Credit Codes​

From the DockMaster menu, select File Maintenance > Credit Codes

Credit Codes describe customers in terms of general financial arrangements. Credit codes do not define terms of payment; they are used to describe a customer's credit worthiness for reporting purposes. These codes are attached to a customer through the Customer File. Some sample codes are shown below:

  • CO=Cash Only
  • OC=Open Credit
  • NC=No Checks

A list of codes will display on the screen. To add a new code:

  • Code – Enter a Credit worthiness code. The code can be alphanumeric up to three (3) characters long.
  • Description - Enter a description for this code.
  • Save – Press the Save button to add the code to the listing. The new code appears at the bottom of the list. The next time you open the Credit Code Maintenance, the code will appear in alphabetical order.