Customer Details
To enter customer details, use the tabs in the record window to fill in your customer account details. Information you may need to provide includes:
-
- Customer name
- Contact information (address, phone number, email)
- Credit terms and limits
- Billing and shipping addresses
- Any additional notes or relevant details
- Primary Contact Details
- Courier
- Primary Discount if appropriate
then save the Record: Once all necessary information is entered, click the “Save” button to create the new customer record. By following these steps, you can efficiently manage and update your customer records, ensuring that all necessary information is easily accessible and up-to-date.
Credit Control
You will need to setup an account number for the customer, if the system is linked to Sage 50 Accounts when the account number is entered it will automatically sync the customer details with sage, the customer status will also update with the Sage status. “new”
Currency/Tax
Setup the default tax code for the customer, normally T1 if a British company, the Vat rate is currently 20% and is defined in the administration module. Set the base currency, if you trade with customers abroad you will need to make sure that the correct base currency is defined here. When sales orders are created, the system will automatically use the base currency for the customer.
Discounts
You can configure the overall discounts for the customer by using the discount dropdown, there are three options available
- None
- By Percentage
- By Amount
The value entered here will be used in the sales order module when calculating the discounts on individual sales orders.
