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Top Block Fields:
The unique name of the Customer’s company.
A reference number auto-assigned. See Working with Reference numbers (Ref #).
Drop down field where the worker can be selected.
- The owner of a customer is usually the Worker who created the Customer Document.
- Ownership can be re-assigned at any time.
- The drop down Owner field is a list of Workers that have login permission.
The Customer’s Balance field shows how much the Customer owes you. See Working with the Balance field.
Once set, the currency cannot be changed and transactions can only be in the selected currency. See Working with Currencies.
Use this field to enter a Credit Limit for your Customer.
Bottom Block – Tab one: Main Contact
The details of the main contact person representing the company (customer).
A new contact will be created when you save the document.
This contact will be added to the Contact List underneath the Organiser node.
See Working with Contacts and Contact fields.
Tab two: Profile
Basic information about the Customer:
- Is Active – a checkbox. Ticked = active customer
- Customer since – This date is automatically populated
- Type of business – Text field to categorize businesses
Additional fields can be added.
Enable login tickbox – For the Customer Portal. For more details on the Portal see The Customer Portal.
Login ID of the Customer’s Portal. The value will automatically be set to the Customer Ref #.
Password will automatically be set to random text.
Enable Portal Shopping Cart tickbox. Enabling this provides a ‘self service’ facility for your customers. It allows them to log in and manage their account. See The Customer Portal.
- Tax Code – Dropdown field where you need to select the applicable tax code. See Working with Tax Codes.
- Customer is VAT registered – Check the checkbox if applicable.
- VAT No. – If customer is VAT registered – complete the prospect’s VAT Registration number.
- Is from other EC Member State – Check the checkbox if the Prospect is a member of the EU.
- Default Site – If the customer has more than one location.
- Terms – Defaults to 30 days, 2%, 10 Net 30, COD. See Working with Payment Terms.
- Price Level – See Working with Price Levels.
- Price List – See Working with Price Lists.
- Ship Via – The preferred Shipping Carrier e.g. DHL. See Working with Shipments.
- Shipping method – The preferred Shipment Method e.g. Express 9.00. See Working with Shipments.
- Shipping Terms – The default Shipping Terms, e.g. CPT (Carriage Paid To) etc. See Working with Shipments.
- Name used on checks – If filled in, this is the name used on Checks instead of the default Customer name.
- Payment Processor – The default Payment Processor for this Customer. See Payment Processors.
The customer’s banking details. See Banking.
Tab three: Notes
Place to add notes pertaining to Customer which the whole team can see.
Tab four: Transactions
Where all Transactions associated with this customer are listed. See Working with Transactional Documents.
Tab five: Memos
Summary of all memos pertaining to this customer.
Memos are very useful to keep track of progress.
See Working with Memos.
Tab six: Contacts
Allow additional contacts to be created for this customer.
Useful to keep track of the different parties and departments involved.
See Working with Contacts.
Tab seven: Email
Email can be sent directly from here.
See Working with Email.
Tab eight: Classification
Classification facilitates greater organisational options.
For example, classifying customer according to country or region.
See Working with Classifications.
Tab nine: E-Commerce
Required for customisation of your shopping cart. See Working with your cart.