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- Customer - this is the Customer NameName **MANDATORY FIELD
- Parent Company - this is how you would like to group your customers. Contact someone at Indigo8 to set this up for you.
- Sales Person - If this customer has a designated sales person assigned to it then select them from the drop down. Then every time a sale is created this sales person will automatically be assigned to the sale.
- Type - The system allows you to have different types of customers being;
- Customer (a regular customer that you sell to)
- Agent (Agency that sells for you) and,
- POS - if you have a retail store integrated with Indigo8.
- Department - this represents the door if you are entering a customer that sells with multiple doors. Not a mandatory field.
- Status - by default, this should be ACTIVE.
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- Trading Entity - This will determine the invoice header that will be applied to the customer's invoices along with the price (or currency) displayed on ordersorders **MANDATORY FIELD
- Currency - This will determine the currency that displays on ordersorders **MANDATORY FIELD
- Account Export Identifier - this is the card# for customers using MYOB
- Special Sales Account - this is if you have set up an overriding account number in XERO
- Sales Order and Invoice Terms - Individualised customer terms can be applied here
- System Term/Days - numeric field that you would enter to identify the customers specific terms
- Terms From - either INV DATE or END OF MONTH
- Deposit Required - Turn this box on if you require a deposit from this customer
- Deposit % - Enter the specific deposit % that you need to pick up against the customer
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- Discount - if a customer receives an automatic discount
- Tax - If the country or state that your customer is trading in requires that you add Tax to the orders then you will need to apply the % tax here. In the UK and NZ this is known as VAT in Australia it is GST.
- Division - usually to identify a brand that customer purchases
- Office - field used if using Agent Enterprise Version
- EDI integration - only used if you sell via EDI ie David Jones or Myer
- Bpay - can save this number against a customer
- VAT # - can save this number against a customer
- SO PACK - usually used for 3PL intergrations
- Customer Approved - Customers need to be approved (by your accounts team) before any orders can be placed.
- Comments- any general comments needed against a customer
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