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.
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- Navigate to Customers.
- Use the Quick and Advanced Search to help you find the Customer you’re looking for.
- 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.
- The Stop Credit and Internal Notes columns help you to keep track of your Customers and their financials at a glance.
- 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.
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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.
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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.
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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.
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Add other information to a Customer
Use the other sections of the Customer entry page to do the following:
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- Add Internal Notes for reference. Notes entered here can be viewed from the Customers Module table view.
- 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.
- Add any additional Addresses for use in any of the Customer Journey Modules.
- Add any additional contacts under People.
- Add Notes and Tasks associated with this Customer and assign them to yourself or a member of your team.
- 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.
- 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.
- Upload Files associated with the Customer.