Customers

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 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

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 (image 2 & 3)

The pop up box will not be removed until the credit limit is increased or the customer has paid outstanding amounts. 

The credit limit is set under the Customer card > Account details (Image 1)

The status for this function can be edited in (Settings-> Sales settings-> Orders status)

Accounts could be a few days out in reconciling, therefore BUZ does not restrict allowing customer orders to be placed, the orders are not processed until Credit approval is completed.

1.

2.

3.

For wholesalers → 

If you want to have a note on the customer card 'Account is on Hold' as the customer has outstanding payments simply set the credit limit to negative.

Account is on hold will appear when entering an order and on any of the customers orders in the system.

Days Credit

Days Credit (30, 60 or 90 days from the end of the month) can be set for each customer to restrict any customers who have exceeded 30, 60 or 90  days credit. This prompts a pop up box on the quote summary screen when the credit days has been exceeded from the end of month. You can set either 30, 60 or 90 days credit. 

The pop up box will not be removed until the days credit limit is increased or the customer has paid outstanding amounts.

The days credit is set under the Customer card > Account details (Image 1, 2 or 3). You must have an amount in the credit limit field for the days credit limit.

The status for this function can be edited in (Settings-> Sales settings-> Orders status)

Accounts could be a few days out in reconciling, therefore BUZ does not restrict allowing customer orders to be placed, the orders are not processed until Credit approval is completed.

1. 30 Days Credit

2. 60 Days Credit

3. 90 Days Credit

When placing an order in BUZ and the customer has exceeded the days credit  the following message will show.

Once orders have been placed if the customer has reached the credit days.

Note: You can't have both credit limit and days credit working with each other at the same time. There isn't a check for both, BUZ handles them separately. If a customer exceeds the credit limit - the credit limit message will appear, if a customer exceeds days credit the days credit message will appear. 

Removing Days Credit

Option 1 - using the Export/Import function

Contacts -> Customers -> Import/Export -> Download Current Layouts -> Customers Billing -> Export -> update the Days credit field to 0 and re import the file to BUZ

Option 2 → Using BUZ

Customers → Advanced Search to find required customer → Edit Details → Scroll down to Account Details → Update Days Credit to zero → Save

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

Searching for Company Name

Contacts → Customers → Advanced Search

Enter the details in Company Name → Display

A list of companies will appear