Page Comparison

Step-by-step guide

1. Click a menu arrow and choose Contacts

2.  Select CLIENTS select ADD CLIENT the Customer tab and click on ADD CUSTOMER to add your new customer

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3. Please find below the definitions of some of the less obvious fields.

• Customer - this This is the Customer NameName  **MANDATORY FIELD
• Parent Company - this This is how you would like to group your customers . Contact (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 Doing this allows the sales person will to be automatically be assigned to the sale every time a Sales Order is created. 
• Type - The system allows you to have set up 3 different types of customers being;. 
  • Customer (a - A regular customer that you sell to).
  • Agent  (Agency - The agency that sells for you) and,.
  • POS - if If you have a retail store integrated with Indigo8.
• Department -  this represents This represents the door if you are entering a customer that sells with multiple doors. Not a mandatory field.
• Status - by By default, this should be ACTIVE.

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General Tab

• Street address - is Is the physical location of the customer.
• Bill To - is Is the address where invoices can be sent.
• Deliver To - Is the address where products will be shipped for this customer.
• Warehouse - You can also set the default warehouse on the bottom of this screen. 
• Auto Freight for this customer - only Only turn this ON if you have automatic freight turned on in your system.
• Sell Type - this This is the agreement between your company and the customer on how you sell to them. 

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Financial Tab

There are a number of important fields in this section.

First Column

• 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 orders. **MANDATORY FIELD
• Currency - This will determine the currency that displays on orders.  **MANDATORY FIELD
• Account Export Identifier - this This is the card# for customers using MYOB.
• Special Sales Account - this 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 Numeric field that you would enter to identify the customers specific terms.
• Terms From -  either 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 customer.

Second Column

• Agent  - select Select the agent that is representing this customer on right of that is the Agent Commission % 
• Customer No - if If you want to store a number for a number of reasons. Usually needed for Joor or importing sales orders with excel.
• XERO Tracking - can Can track different categories per customer which will appear in XERO.
• Suspend Automatically when invoices are late by  - set Set a number of days or credit limit passes is reached and it will automatically suspend the customer. 
• Suspend Account - when When ticked will prohibit sales orders and invoices from being created.
• Stock Allocation Rank - when When arriving stock in, it will be allocated based on this setting. 1 = priority #1 number 1 and 10 = priority number 10 (usually represents 1 representing a bad top customer).

Third Column Column 

• Discount - if 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 In the UK and NZ this is known as VAT in Australia it is GST. 
• Division -  usually Usually to identify a brand that customer purchases.
• Office -  field Field used if using Agent Enterprise Version.
• EDI integration -  only Only used if you sell via EDI ie David Jones or Myer.
• Bpay - can Can save this number against a customer.
• VAT #  - can Can save this number against a customer.
• SO PACK - usually Usually used for 3PL intergrations integrations.
• 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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