Step-by-step guide
1. Click a menu arrow and choose Contacts
2. Select CLIENTS select ADD CLIENT to add your customer
3. Please find below the definitions of some of the less obvious fields.
- Customer - this is the Customer Name
- 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.
General Tab
- Street address - is the physical location of the customer
- Bill To - 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 turn this ON if you have automatic freight turned on in your system.
- Sell Type - this is the agreement between your company and the customer on how you sell to them.
Sales Tab
Lets you search on sales for this customer only by date or Sales Order number
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
- Currency - This will determine the currency that displays on orders
- 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
Second Column
- Agent - select the agent that is representing this customer on right of that is the Agent Commission %
- Customer No - 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 track different categories per customer which will appear in XERO
- Suspend Automatically when invoices are late by - set a number of days or credit limit passes is reached and it will automatically suspend the customer.
- Suspend Account - when ticked will prohibit sales orders and invoices from being created
- Stock Allocation Rank - when arriving stock in, it will allocated based on this setting. 1 = priority #1 and 10 = priority number 10 (usually represents a bad customer)
Third Column
- 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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