Smartbooks AIS with Analytics Workbook

Exercise 2.2
Customers/Suppliers > Customers

Add the customer data with the following information:

Header
Customer Type: Corporation
Customer No.: C + 00 + [Branch No.] + B
Customer Name: [Preferred company name] Corporation
Tax ID: 331-887-221-00005
Group: Customers
General
Phone: 6071235
Mobile Phone: 9172356787
E-Mail [Company name]@gmail.com
Addresses
Address Name: [Preferred address]
Street: [Preferred street]
Block/Barangay: [Preferred block/barangay]
City: [Preferred city]
Zip Code: [Applicable zip code]
Country: Philippines

Contact Person
Title: Mr./Ms.
Name: [Preferred name]
Position: Purchasing Officer
Telephone No: 5060978
Mobile Phone: 9123456321
E-Mail: [preferred name's initials]@gmail.com
Address: [Preferred address]
Payment Term
Payment Terms: 60 Days
Price List: Regular Sales Price
Accounting
Accounts Receivable: 10210100

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
7
Smartbooks AIS with Analytics Workbook

Insert the screenshot of your output below:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
8
Smartbooks AIS with Analytics Workbook

3. Supplier Master Record

Exercise 3.1
Customers/Suppliers > Suppliers

Add the Supplier data with the following information:

Header
Supplier Type: Individual
Supplier No.: S + 00 + [Branch No.] + A
Tax ID: 777-888-999-00001
Last Name: [Preferred name’s last name]
First Name: [Preferred name’s first name]
Middle Name: [Preferred name’s middle name]
Group: Suppliers
General
Phone: 78941523
Mobile Phone: 9174598663
E-Mail [Preferred name's initials]@gmail.com
Addresses
Address Name: [Preferred address]
Street: [Preferred street]
Block/Barangay: [Preferred block/barangay]
City: [Preferred city]
Zip Code: [Applicable zip code]
Country: Philippines

Contact Person
Title: Ms./Mr.
Name: [Preferred Name]
Position: Owner
Telephone No: 9874152
Mobile Phone: 9387441001
E-Mail: [Preferred name’s initials]@gmail.com
Address: Preferred address
Payment Term
Payment Terms: 30 Days
Price List: Regular Purchase Price
Accounting
Accounts Payable: 20100100

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
9
Smartbooks AIS with Analytics Workbook

Insert the screenshot of your output below:

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph
10