Short answer: Customer, New.
New Customer: Allows you to enter all the Customer information. This information will default into the customer orders, quotes, invoices, and receipts.
- The Company expander allows you to apply the correct tax rate to a customer by clicking “Add tax” and selecting the correct tax code resource from the list. If the customer is tax exempt, then an exempt tax code can be selected, as well as adding the sales tax exemption certificate information.
Unlimited addresses, phone numbers, emails and website addresses can be entered.
Note: The Credit expander is where the credit limit can be entered in.
Note: The Credit expander is where the credit limit can be entered in.
Document Folder: Used to hold Customer logos, documents, and other files related to the Customer.
Industry, Origin, and Region: These can be used for tracking purposes to determine where your customers come from.
First Contact: The date that they first became your customer. (this does default to current date but can be changed).
Last Order: Displays the most recent order date based on the customer's order records. This includes open or closed orders ad is not affected by quotes or invoices.
Main Customer Code: If you have more than one subsidiary of a Main Customer, it will link them to that main customer.
Acknowledge Via, Bill Via, and Statement Via: How this customer wants their forms delivered. This will overwrite what is in Company Setup for this Customer. Left at (Select) this will use Company Setup selections.
Company Logo: This is the logo that will print on all forms for this Customer. Logos are entered in Company Setup and will show and can be selected here.
User Defined Fields: Provides the ability to add user defined fields for tracking information you need for your customers.
Industry, Origin, and Region: These can be used for tracking purposes to determine where your customers come from.
First Contact: The date that they first became your customer. (this does default to current date but can be changed).
Last Order: Displays the most recent order date based on the customer's order records. This includes open or closed orders ad is not affected by quotes or invoices.
Main Customer Code: If you have more than one subsidiary of a Main Customer, it will link them to that main customer.
Acknowledge Via, Bill Via, and Statement Via: How this customer wants their forms delivered. This will overwrite what is in Company Setup for this Customer. Left at (Select) this will use Company Setup selections.
Company Logo: This is the logo that will print on all forms for this Customer. Logos are entered in Company Setup and will show and can be selected here.
User Defined Fields: Provides the ability to add user defined fields for tracking information you need for your customers.