Click here to watch the CRM demonstration video
On this page:
Adding a Customer
Select
- Contacts
- Customers
- + Add Customers
- Fill in Billing Details and Save
Adding 1 or More Install /Delivery Address’
You can add as many Install / Delivery Addresses as you wish here and it is great for Real estates or Building Companies.
- If you have multiple Install / Delivery Address’ and you want to do a Quote or Order for one of them
- Double click on the Install / Delivery Contact
- Use the Drop Down on the Save button and either start a new Lead or a new Quote
You can select the Install/dispatch address when you are finalizing your order
Default Delivery Address
You are able to sequence your dispatch addresses,When editing the dispatch address under the customer card you will find sequence number as per below.
We recommend that the default address be sequenced with -1 and then the addresses after that be 1,2,3,4 etc.
Customer Card Account Summary
| Field | Description | Order Status |
|---|---|---|
| Balance | Minus any deposits that are in trust, plus any outstanding invoice amounts | Invoiced |
| In Progress | Outstanding amount of orders that are in progress | WIP |
| Credit Limit | Customers Limit for credit |
Other items on the Customers Card
- You can Edit the Billing Details via Edit Details in the Customers Card Box
- View the history of this customer via View History
- You can see the Details Tree via + Show Tree
- You can download all of the addresses to your email contacts via the V card symbols
- Add customer warning message with editable warning colours (See below example)
Setting Credit Limits
Days Credit
Import/ Export Customer Details
(If the user does not have access to settings the user won't find Import/Export options in Customer and Suppliers screen)
To do this select Import/ Export and follow the standard Import/ Export prompts.
The customer details can be:
- Exported for a mail merge.
- Exported, edited and imported to update their details.
- Customer details can be imported from another system.
Things to be aware of:
- CRM Notes (CRM column) are not exported as they are often too big for Excel.
- CRM Notes imported are added to the existing CRM Notes.
Validation/Parameters:
- Sales rep code is case sensitive
- Street includes Street name and type
Address
If you are importing addresses from another worksheet you can put the address into the "Simple address". When imported into BUZ it will be split up into the appropriate columns.
This needs to be in the below format "UnitNo/No Street, Suburb State Post code, Country"
Invoice Delivery status
| Value used in export | |
|---|---|
| Dont Send | X |
| To Be Emailed | E |
| To Be Printed | P |
| To Be Emailed and Printed | B |
Searching for Company Name
Contacts → Customers → Advanced Search
Enter the details in Company Name → Display
A list of companies will appear
