Customers
Customers are who your business sells Products to. Use the Customers Module to manage your Customers, their contact details, their credit limit, and more.
![Workhorse - Customers table view](https://goworkhorse.com/wp-content/uploads/2024/04/Workhorse-Customers-table-view.png)
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Navigate to Customers. |
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Use the Quick and Advanced Search to help you find the Customer you’re looking for. |
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By default, Customers are ordered by Company Name (A-Z). To sort by something else, click on the column heading. Click again to reverse the sort order. |
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The Stop Credit and Internal Notes columns help you to keep track of your Customers and their financials at a glance. |
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Click Add New to add a new Customer. |
Note:
The Customers Module is customisable so you can see the information that is most important to you and your workflow.
Add a new Customer
Note:
To create a new Customer, you will need to have appropriate User Access to the Customers Module.
1. Go to Customers.
2. Click Add New in the top-right corner.
![Add new button](https://goworkhorse.com/wp-content/uploads/2022/04/Add-new-button.png)
Tip:
Alternatively, you can add a Customer from a new Credit, Customer Order, Despatch Note, Invoice, Note/Task, Opportunity, Purchase Order, Quote, or Work Order using the shortcut button.
3. A new Customer entry page will be displayed. Start by entering or selecting the details as required in the Customers section.
Note:
You will need to complete all of the mandatory fields (marked with a *) before you can save the Customer.
Refer to Customer field explanations for more information on each field.
![Workhorse - add Customer](https://goworkhorse.com/wp-content/uploads/2024/04/Workhorse-add-Customer.png)
4. Once all of the required details have been entered and selected in the Customers section, scroll down and click Save before adding any other information on the right-hand side.
![Save record button](https://goworkhorse.com/wp-content/uploads/2022/05/Save-record-button.png)
Add other information to a Customer
Use the other sections of the Customer entry page to do the following:
![Workhorse - Customers additional info](https://goworkhorse.com/wp-content/uploads/2024/04/Workhorse-Customers-additional-info.png)
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Add Internal Notes for reference. Notes entered here can be viewed from the Customers Module table view. |
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Mark the Customer as Inactive. Once marked as inactive, you won’t be able to raise a Credit, Customer Order, Despatch Note, Invoice, Note/Task, Opportunity, Purchase Order, Quote, or Work Order for this Customer. |
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Add any additional Addresses for use in any of the Customer Journey Modules. |
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Add any additional contacts under People. |
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Add Notes and Tasks associated with this Customer and assign them to yourself or a member of your team. |
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Configure Customer Discounts for individual Products or product categories (configurable in Lists). To apply a discount across all Quotes and Customer Orders for this Customer, use the Customer Discount field in the Customers section. |
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Configure Customer Pricing for individual Products or product categories (configurable in Lists). To apply a Price List to this Customer, use the Price List field in the Customers section. |
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Upload Files associated with the Customer. |
Customer field explanations
Field | Mandatory? | Description |
Company Name | Y | Enter the company’s registered name. This will appear on Customer Journey paperwork such as Quotes and Customer Orders. |
Ecomm Customer? | Y | If you have an e-commerce integration set up, select Yes to sync the Customer with the external application (e.g., Shopify, WooCommerce etc.). |
Title, Contact First Name, Contact Last Name, Job Title | N | Enter the details for your primary contact at this company. Additional contacts can be entered in the People section on the right-hand side. |
Phone, Mobile, Email | N | Enter the contact details for your primary contact at this company. |
Address, Town, County, Postcode, Country | N | Enter the main address for this company. Additional addresses can be entered in the Addresses section on the right-hand side. |
Customer Discount | N | To apply a discount across all Quotes and Customer Orders for this Customer, enter a percentage between 0.01-100%. To configure discounts for individual Products or Product Categories, use the Customer Discount section on the right-hand side. |
Price List | N | To apply a Price List to this Customer, select from the drop-down list. To configure pricing for individual Products or Product Categories, use the Customer Pricing section on the right-hand side. |
Default Currency | Y | If a Price List has been selected, the default currency will be auto-filled and cannot be changed. If no Price List has been selected, select the default currency for this Customer’s Quotes, Customer Orders, and Invoices. |
Default Tax Rate | Y | Select the default Tax Rate from the drop-down list for this Customer’s Quotes, Customer Orders, and Invoices. |
Tax Number | N | If this Customer is tax-registered, enter the number here. |
Payment Terms | Y | Select the default Payment Terms from the drop-down list. This sets the Due Date for this Customer’s Invoices from the Invoice Date and can be edited on the Invoice. |
Xero Ref | N | If you have a Xero integration, the reference number will be auto-filled once the Customer is saved and added to Xero. |
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