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Step-by-step guide

1. Click a menu arrow and choose ContactsImage Removed

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

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

• Customer -

  this

  This is the Customer Name  **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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Sales Tab 

Lets you search on sales for this customer only by date or Sales Order numberImage Removed

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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 

  orders. **MANDATORY FIELD

• Currency - This will determine the currency that displays on

  orders  

  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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