On this page:
Adding a Customer
Select
- Contacts
- Customers
- + Add Customers
- Fill in Billing Details and Save
Adding 1 or More Install /Delivery Address’
•Select + Add Contact
•If it is the same as the Billing Address then select Use Billing Address top right of the map or if they are different then fill in the details and Save at the bottom
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
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 |
NB: If a deposit is removed and added to a new order until the order is invoiced it will not balance on the customer card.
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)
Credit Limits
Credit limits can be set for each customer, this prompts a pop up box on the quote summary screen when the credit limit has been exceeded.
The pop up box will not be removed until the credit limit is increased.
The status can be edited Settings-> Sales settings-> Orders status
1.
2.
3.
Import/ Export Customer Details
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.
To do this select Import/ Export and follow the standard Import/ Export prompts.
