Depending on the business type there may be a requirement to create a debtors account.
To do this go to:
Sales>Ledger Maintenance>Customer Details
There are many other options for customers and information added as times goes on or links to other documents.
Code – Unique code can be Alpha, Numeric or Alpha/Numeric - Needed to create a customer
Address – Self Explanatory - Needed to create a customer
Profile – This is specific to a customer but best practice is to create a customer type and add in analysis tab.
Exception Price Card – This is specific prices for this customer only and can have an end date - More information Later
Price Band – Defaults to 1 on saving for the first time but there are other bands available if required
Email Statement – If customer wants there statements emailed need to add email address in web\email tab
Override Statement Paper Charge – If paper charge is enabled and this is ticked a charge will not be applied when the statement is ran.
Principal Contractor – Skip Hire – Only applicable if business operates hiring skips
Override Minimum Statement Level – Statements will only run if the aged debt is over a specific value and this can be edited. More detail in the statements article above.
Print PROMMT URL on statement – Prommt is a third party software that removes taking credit card payments over the phone and the statement will have the URL where the customer can make a payment.
Default Deliver Address Number – Additional addresses can be added via the OPTIONS button in the top left corner
Customer Notes - New??
Add a Delivery Address - Self-Explanatory
Edit Delivery Address - Self-Explanatory
Delete Contact - Self-Explanatory
Delete Record - Can only do this if there are no transactions associated to the account
Sales Order Defaults - Add default notes - What does this do??
Suspend Customer - Self-Explanatory - Reason Codes need to be created for these
Reinstate Customer - Self-Explanatory - Reason Codes need to be created for these
Customer Site - A customer may have different locations they are working and they can be set here and then used through the tills
CONTACTS TAB
Here you will add the contacts details of the business
ANALYSIS TAB
This is for reporting and can be set up in: Tools>Tools Menu>Companies>Analysis and Reporting Codes>Area codes
Customer Type
Apply discounts by types
Stock Type
Default by system – S normally
Parent A/C
Can link this account to Parent Account
Inv to Parent
Invoices raised will be sold to Parent
Default Depot
Default by system – MAIN normally
Default Salesman
Salesman associated to the account
WEEE Reg No
Recycling number
Herd Professional user Number
DAFM-registered professional - Sprays
Open Cheque A/C
Only used if they use open cheques
Disallow Direct Sales Invoice
Self-Explanatory
Gift Card
No longer used
No. Sig. Price - More information to follow but is connected with signature pads