Customers

A customer record carries everything the rest of the system needs to price, tax, address and chase them correctly.

  • Addresses, several ship-to addresses, contacts, phone, email and notes.
  • Payment terms, discount, credit limit and tax number held per customer.
  • A price list per customer, and a discount by parts group.
  • Business type and pricing group, so wholesale prices apply automatically.
  • Language per customer, so their documents go out in it.
  • Default accounts, tax codes and salesperson.
  • Full transaction history, and every open item, from the record.
  • Import customers from CSV, and export the list the same way.

Where to find it Customers › Add Customer  ·  Customers › Reports › Search  ·  Customers › Reports › History

Setting a customer up

  1. Open Customers › Add Customer. A customer number is assigned from System › Defaults if you leave it blank.
  2. Fill in the billing address and the contact. Tick the taxes that apply to this customer and, if their prices include tax, Tax Included.
  3. Under Accounts, set the credit limit and payment terms. The AR and payment accounts can be left blank to use the defaults.
  4. Under Terms, pick the currency, price group, type of business (which carries a discount) and the language their documents should print in.
  5. Save. The buttons along the foot — AR Transaction, Sales Invoice, Sales Order, Quotation, POS — start a document for this customer straight from the record.
  6. Shipping Address stores one or more delivery addresses, offered on every order and invoice.
A customer record showing terms, credit limit, tax and language
The top of the record: address, contact, taxes and credit terms.
The lower part of a customer record: terms, tax number, salesperson, bank details and document buttons
The lower part: currency, price group, discount, language, tax number, salesperson, and the buttons that start a document for this customer.

Finding and reviewing customers

  1. Customers › Reports › Search filters on any field and lets you choose the columns; press Continue for the list.
  2. History shows what each customer has bought, by part, with quantities and prices — summary or every document.
Customer report listing trade customers
The customer list, filtered to numbers starting C-100.
Customer history report grouped by customer with parts, quantities and prices
History: what each customer bought, at what price.

More screens

A sales invoice picking up a customer’s terms
Which is what the invoice screen picks up: currency, credit limit and discount.
Point of sale →

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