Difference between revisions of "Customer General Tab"
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== Overview == | == Overview == | ||
| + | |||
| + | In the General tab you can record you can record customer specific information and preferences and whether any other | ||
| + | customers are related. | ||
| + | |||
| + | '''How To Use General Tab''' | ||
| + | |||
| + | *Select Sales | ||
| + | *Select Customer List | ||
| + | *Select the customer you want to update | ||
| + | *Select General Tab | ||
| + | |||
| + | *Creation Date - this is the date the customer is created selected from a drop down list | ||
| + | *Shipping Method - This is the default shipping method to be used for this customer | ||
| + | *Picking Priority - A higher the priority set here means this customers orders have preferential treatment over | ||
| + | other orders for Barcode Picking | ||
| + | *Default Invoice Template - Choose a template here to override the system default for this customer only | ||
| + | *Default Delivery Template - Choose a template here to override the system default for this customer only | ||
| + | *Area Number - Used to assign a Rep | ||
| + | *Related Customers form a Parent/Child relationship. Both Parent and Child can be invoiced, however only the Parent | ||
| + | will be issued with a statement. | ||
| + | NB: If the Parent/Child relationship changes, all transactions created whilst the relationship existed will remain on | ||
| + | the Parent statement until they are paid. | ||
| + | |||
| + | *Source - Select from drop down list the source of this business | ||
| + | *Representative - Select from drop down list a Rep to service this customer | ||
| + | *Phone Support Until - Used to add customer to Support Log. Support calls can only be logged until the date set. | ||
| + | *Sales Comments - Tick the PopUp box to display this message ONLY on screen when making a sale to the customer. | ||
| + | If not ticked the message will print on Sales Orders and Invoices. | ||
| + | *Delivery Notes - Information to print on all Delivey Dockets for this customer | ||
Latest revision as of 10:22, 3 March 2011
Overview
In the General tab you can record you can record customer specific information and preferences and whether any other customers are related.
How To Use General Tab
- Select Sales
- Select Customer List
- Select the customer you want to update
- Select General Tab
- Creation Date - this is the date the customer is created selected from a drop down list
- Shipping Method - This is the default shipping method to be used for this customer
- Picking Priority - A higher the priority set here means this customers orders have preferential treatment over
other orders for Barcode Picking
- Default Invoice Template - Choose a template here to override the system default for this customer only
- Default Delivery Template - Choose a template here to override the system default for this customer only
- Area Number - Used to assign a Rep
- Related Customers form a Parent/Child relationship. Both Parent and Child can be invoiced, however only the Parent
will be issued with a statement. NB: If the Parent/Child relationship changes, all transactions created whilst the relationship existed will remain on the Parent statement until they are paid.
- Source - Select from drop down list the source of this business
- Representative - Select from drop down list a Rep to service this customer
- Phone Support Until - Used to add customer to Support Log. Support calls can only be logged until the date set.
- Sales Comments - Tick the PopUp box to display this message ONLY on screen when making a sale to the customer.
If not ticked the message will print on Sales Orders and Invoices.
- Delivery Notes - Information to print on all Delivey Dockets for this customer
