Customer

Overview

• Customers can be created, viewed, and managed from the Customers list.

• Each customer can have multiple addresses and contacts.

• Customer information is automatically populated in sales transactions.

• Customer data can be synchronized with your integrated accounting software.

Creating a Customer

To add a new customer:

1. Navigate to Sales > Customers in the main menu.

2. Click on Add New on the top right.

3. Fill out the customer form with the following information:

   • Display Name : The primary identifier for the customer (required)

   • Company Name : The customer's official company name (if different from Display Name)

   • First Name , Last Name : The main contact's first and last name

   • Role , Email , Phone Number , Website : Additional contact information

4. Enter address information:

   • Billing Address : Used as the default billing address

   • Shipping Address : Used as the default shipping address

   • Additional Addresses : Can be added for multiple locations

5. Payment Information:

   • Payment Method : Preferred payment method

   • Payment Terms : Default payment terms for this customer

   • Currency : Default currency for transactions with this customer

   • Credit Hold : Flag if the customer is on credit hold

   • Taxable : Indicate if the customer is subject to sales tax

   • Tax Code : Default tax code for this customer (only if taxable)

6. Other details:

   • Sales Rep : Assigned sales representative (optional)

   • Customer Type : Categorize the customer (e.g., Wholesale, Retail) (optional)

   • Business License : Business license number, if applicable (optional)

   • Resale Number : Resale certificate number, if applicable (optional)

7. Add any internal notes or custom fields as needed

8. Click Save to create the customer record

Managing Customer Information

Parent-Child Relationships

• Use the Is a sub-customer toggle to create hierarchical relationships between customers.

• Set Parent Customer to create a parent-child relationship.

• Check Bill with Parent if invoices should be sent to the parent company.

Multiple Addresses and Contacts

• Use the Addresses feature to manage multiple locations for a customer.

• Add multiple contacts to represent different roles or departments within the customer's organization.

Customer Types

• Utilize customer types to categorize your customers (e.g., Wholesale, Retail, VIP).

• Customer types can be used for reporting and applying different pricing or terms. (Not implemented yet)

Customer History

• Use the Transaction History action to see all transactions associated with a specific customer.

Best Practices

1. Keep customer information up-to-date, especially contact details and payment terms.

2. Use internal notes to record important information about the customer relationship.

3. Regularly review customer accounts for credit status and payment history.

4. Utilize custom fields to track customer-specific information relevant to your business.

5. Set up default tax codes and payment terms for each customer to streamline sales processes.

6. Use customer types to segment your customer base for targeted marketing or reporting.

Related Features

• Sales Orders

• Items

For more detailed information on managing customers and the sales process, please refer to the specific sections in this documentation.