Customers

Customer  

This screen can be accessed by the Customer Icon on the Sales section Page.  Customer Form has Six Tabs ( Gen Info, Bill Info, Ship Info, Pay Info, Custom, Notes).   

You can Categorize and choose defaults for this customer under the following categories.

Genl Info : General information are  Company name, contact name information, and a Price Level for this particular customer, if applicable.

Customer categories and defaults, such as the Type, Shipping Method, Payment Terms, Sales Rep, Freight on Board (FOB), and Currency.

Sales Tax information, such as a Resale Number

Bill Info : Billing Information such as  Billing address, Contact information of the person responsible for billing.

Shipp Info :  Shipping address, Contact information of the person responsible for shipping.

Every Customer can have  multiple shipping addresses. These are listed down at the left-hand side of the tab. Addresses can be added/removed by clicking the appropriate button at the bottom left-hand corner of the tab. There should be one address selected as default. By selecting the IsActive check box you can make an address active or inactive.  Copy Bill Add. button will copy all fields from Bill Info to the current address.

Paym Info : You can find the same information for allOrders  such as Account Number, Credit Limit, credit card details  of the customer. You may enter/edit  the details for a new customer, but cannot edit for a customer imported from allOrders.

These selections change if the Preferred Payment method type is Credit Card.

Custom Fields : You'll be able to edit Custom Fields which are added through allOrders.  

Notes : You can add & edit Notes, which can be a detailed log of customer interaction, additional thoughtful details about the Customer, or just about any other customer-related data..

Once a Customer has been added, choose Save & New from the tab's Save button to start a new Customer, or click Save & Close to exit the tab after Saving.